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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 E. ORCHARD ROAD · GREENWOOD VILLAGE, CA 80111 | Investment Management | $4,098 |
Filed as: GREAT-WEST LIFE & ANNUITY COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $193 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $58,271 | $53,128+9.7% | $86,582-32.7% | $70,126-16.9% |
| Participation rate | 40.5% | 65.3%-24.8pp | 73.5%-33.1pp | 69.5%-29.1pp |
| Annual return | 9.49% | 27.66%-18.2pp | 965.08%-955.6pp | 73.15%-63.7pp |
| Employer contribution / active EE | $435 | $2,068-79.0% | $2,839-84.7% | $2,343-81.4% |
| Participant deferral / active EE | $2,270 | $2,695-15.8% | $3,609-37.1% | $3,332-31.9% |
| Admin fee / account holder | $47 | $3,584-98.7% | $4,904-99.0% | $4,645-99.0% |