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| Provider | Service type | Compensation |
|---|---|---|
PNC BANK, N.A.2 years Service code 25 · EIN 22-1146430 | Directed Trustee | $14,288 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $0 |
Filed as: GREAT-WEST LIFE & ANNUITY COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $17,020 | $44,873-62.1% | $79,467-78.6% | $56,289-69.8% |
| Participation rate | 64.9% | 68.7%-3.9pp | 73.3%-8.5pp | 69.9%-5.0pp |
| Annual return | -7.23% | 0.81%-8.0pp | 718.30%-725.5pp | -9.96%+2.7pp |
| Employer contribution / active EE | $966 | $2,140-54.9% | $2,800-65.5% | $2,111-54.2% |
| Participant deferral / active EE | $1,076 | $2,746-60.8% | $3,704-70.9% | $3,350-67.9% |
| Admin fee / account holder | $143 | $418-65.9% | $5,104-97.2% | $521-72.6% |