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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 | $8,555 |
Filed as: GREAT WEST LIFE & ANNUITY COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $184 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,187 | $65,434-1.9% | $98,483-34.8% | $85,847-25.2% |
| Participation rate | 67.7% | 65.0%+2.7pp | 73.3%-5.7pp | 69.3%-1.6pp |
| Annual return | 9.75% | 21.75%-12.0pp | 1494.38%-1484.6pp | 318.61%-308.9pp |
| Employer contribution / active EE | $1,607 | $2,169-25.9% | $2,961-45.7% | $2,565-37.4% |
| Participant deferral / active EE | $3,880 | $3,168+22.5% | $4,276-9.3% | $3,952-1.8% |
| Admin fee / account holder | $88 | $4,595-98.1% | $5,953-98.5% | $6,261-98.6% |