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| Provider | Service type | Compensation |
|---|---|---|
Service code 55 70100 AMERIPRISE FINANCIAL CENTER · MINNEAPOLIS, MN 55474 | Other Commissions | $13,853 |
ASSOCIATED PENSION CONSULTANTS4+ years Filed as: ASSOCIATED PENSION CONSULTANTS, INC Service code 13 · EIN 11-3271022 111 EXPRESS STREET · PLAINVIEW, NY 11803 | Contract Administrator | $7,257 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,566 |
Filed as: GREAT WEST LIFE & ANNUITY CO Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $975 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,211 | $206,359-83.4% | $123,552-72.3% | - |
| Participation rate | 78.8% | 72.1%+6.7pp | 82.3%-3.5pp | - |
| Annual return | -2.89% | -5.77%+2.9pp | 119.20%-122.1pp | - |
| Employer contribution / active EE | $0 | $2,538-100.0% | $4,628-100.0% | - |
| Participant deferral / active EE | $6,739 | $5,785+16.5% | $6,426+4.9% | - |
| Admin fee / account holder | $18 | $21,386-99.9% | $9,285-99.8% | - |