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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $4,519 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $523 |
BURLEIGH CONSULTING GROUP3+ years Service code 13 · EIN 62-0842964 465 JACK KRAMER DR. · MEMPHIS, TN 38117 | Contract Administrator | $0 |
JANNEY MONTGOMERY SCOTT LLC3+ years Filed as: JANNEY MONTGOMERY SCOTT, LLC Service code 55 1717 ARCH STREET · PHILADELPHIA, PA 19103 | Other Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $40,168 | $55,453-27.6% | $170,435-76.4% | $62,293-35.5% |
| Participation rate | 47.9% | 66.4%-18.5pp | 83.6%-35.7pp | 69.5%-21.6pp |
| Annual return | 13.32% | 21.38%-8.1pp | 205.94%-192.6pp | 28.90%-15.6pp |
| Employer contribution / active EE | $529 | $2,164-75.5% | $5,432-90.3% | $2,042-74.1% |
| Participant deferral / active EE | $1,424 | $2,303-38.2% | $4,939-71.2% | $3,169-55.1% |
| Admin fee / account holder | $65 | $455-85.6% | $13,881-99.5% | $479-86.3% |