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| Provider | Service type | Compensation |
|---|---|---|
R-TECH CONSULTANTS, INC.1+ years Service code 13 21331 COSTANSO STREET · WOODLAND HILLS, CA 91364 | Contract Administrator | $117,613 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $28,109 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $15,217 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $40,130 | $37,196+7.9% | $154,114-74.0% | $55,725-28.0% |
| Participation rate | 38.5% | 64.1%-25.6pp | 83.0%-44.6pp | 70.9%-32.4pp |
| Annual return | -4.32% | 1319.68%-1324.0pp | 735.16%-739.5pp | 244.93%-249.3pp |
| Employer contribution / active EE | $1,427 | $1,614-11.6% | $5,298-73.1% | $2,078-31.4% |
| Participant deferral / active EE | $2,982 | $2,068+44.2% | $5,081-41.3% | $3,356-11.1% |
| Admin fee / account holder | $80 | $102-21.3% | $13,411-99.4% | $115-30.6% |