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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT-WEST LIFE & ANNUITY INS. CO. Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $5,257 |
Filed as: EMPOWER RETIREMENT ADVISORY SVC Service code 28 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,042 |
ACTUARIAL BENEFITS CORP3+ years Filed as: ACTUARIAL BENEFITS CORP. Service code 13 · EIN 20-1054428 2790 SKYPARK DR., SUITE 300 · TORRANCE, CA 90505 | Contract Administrator | $2,675 |
PROSUM, INC.2+ years Service code 99 · EIN 33-0776224 2201 PARK PLACE, SUITE 102 · EL SEGUNDO, CA 90245 | Other Fees | $1,000 |
Filed as: MERRILL LYNCH LIFE AGENCY INC. Service code 55 1215 4TH AVENUE, 26TH FLOOR · SEATTLE, WA 98161 | Other Commissions | $310 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $60,522 | $80,753-25.1% | $136,294-55.6% | $62,292-2.8% |
| Participation rate | 30.7% | 73.5%-42.9pp | 81.9%-51.3pp | 69.5%-38.8pp |
| Annual return | 18.36% | 35.83%-17.5pp | 5155.94%-5137.6pp | 28.90%-10.5pp |
| Employer contribution / active EE | $839 | $2,884-70.9% | $4,695-82.1% | $2,042-58.9% |
| Participant deferral / active EE | $3,416 | $5,164-33.8% | $6,247-45.3% | $3,169+7.8% |
| Admin fee / account holder | $100 | $525-81.0% | $9,243-98.9% | $479-79.1% |