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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $31,422 |
Service code 27 · EIN 27-3188744 20 NORTH MAIN · ST. GEORGE, UT 84770 | Advisory (Plan) | $22,179 |
ALLIANCE BENEFIT GROUP1 year Filed as: ALLIANCE BENEFIT GROUP ROCKY MOUNTA Service code 13 · EIN 87-0364490 PO BOX 651366 · SALT LAKE CITY, UT 84165 | Contract Administrator | $1,100 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $362 |
Filed as: GWFS EQUITIES INC Service code 33 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Securities brokerage; Shareholder ser... | $95 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,912 | $41,467-20.6% | $67,313-51.1% | $55,725-40.9% |
| Participation rate | 38.4% | 62.5%-24.1pp | 69.1%-30.7pp | 70.9%-32.5pp |
| Annual return | -2.27% | 0.82%-3.1pp | -4.08%+1.8pp | 244.93%-247.2pp |
| Employer contribution / active EE | $458 | $1,316-65.2% | $2,566-82.2% | $2,078-78.0% |
| Participant deferral / active EE | $1,269 | $2,399-47.1% | $3,568-64.4% | $3,356-62.2% |
| Admin fee / account holder | $72 | $102-29.5% | $4,507-98.4% | $115-37.5% |