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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT-WEST LIFE & ANNUITY INS CO Service code 64 8515 E ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $26,126 |
FRIEDMAN & ANSPACH1 year Filed as: FRIEDMAN LLP Service code 10 2000 MARKET STREET SUITE 500 · PHILADELPHIA, PA 19103 | Accounting | $7,000 |
Filed as: EMPOWER ADVISORY Service code 28 8515 E ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,289 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
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 | $16,774 | $43,110-61.1% | $156,551-89.3% | $65,292-74.3% |
| Participation rate | 8.3% | 69.3%-61.0pp | 84.0%-75.7pp | 72.4%-64.1pp |
| Annual return | 7.82% | 11.24%-3.4pp | 32.23%-24.4pp | 11.84%-4.0pp |
| Employer contribution / active EE | $59 | $1,702-96.5% | $5,501-98.9% | $2,302-97.4% |
| Participant deferral / active EE | $215 | $2,520-91.5% | $4,871-95.6% | $3,579-94.0% |
| Admin fee / account holder | $50 | $47+5.7% | $13,028-99.6% | $57-13.0% |