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| Provider | Service type | Compensation |
|---|---|---|
SECURITIES AMERICA INC2+ years Filed as: SECURITIES AMERICA ADVISORS, INC. Service code 27 12325 PORT GRACE BLVD · LAVISTA, NE 68128 | Advisory (Plan) | $20,386 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $11,928 |
CLARK, SCHAEFER, HACKETT & CO.2+ years Service code 13 · EIN 31-0800053 | Contract Administrator | $5,096 |
Filed as: GREAT-WEST LIFE & ANNUITY COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $825 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $41,586 | $60,165-30.9% | $74,184-43.9% | $55,167-24.6% |
| Participation rate | 63.6% | 74.2%-10.6pp | 76.6%-13.1pp | 69.0%-5.4pp |
| Annual return | -6.15% | 10.00%-16.1pp | 17.74%-23.9pp | 169.23%-175.4pp |
| Employer contribution / active EE | $375 | $1,600-76.6% | $2,370-84.2% | $1,963-80.9% |
| Participant deferral / active EE | $1,944 | $2,973-34.6% | $3,550-45.2% | $3,054-36.4% |
| Admin fee / account holder | $100 | $419-76.1% | $5,586-98.2% | $504-80.1% |