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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,820 |
Filed as: PA RETIREMENT SOLUTIONS INC Service code 13 1110 N. MOUNTAIN ROAD · HARRISBURG, PA 17112 | Contract Administrator | $1,300 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,113 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INC. Service code 99 5904 PAYSPHERE CIRCLE · CHICAGO, IL 60674 | Other Fees | $988 |
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 | $33,245 | $58,093-42.8% | $80,022-58.5% | $56,287-40.9% |
| Participation rate | 91.0% | 73.6%+17.3pp | 75.8%+15.1pp | 69.9%+21.1pp |
| Annual return | 18.77% | 34.63%-15.9pp | 11.22%+7.6pp | -9.96%+28.7pp |
| Employer contribution / active EE | $1,786 | $1,933-7.6% | $2,468-27.6% | $2,111-15.4% |
| Participant deferral / active EE | $3,028 | $3,136-3.4% | $3,686-17.8% | $3,350-9.6% |
| Admin fee / account holder | $23 | $623-96.3% | $6,521-99.6% | $521-95.5% |