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| Provider | Service type | Compensation |
|---|---|---|
HARBOUR INVESTMENTS INC2+ years Service code 55 575 DONOFRIO DR STE 300 · MADISON, WI 53719 | Other Commissions | $11,881 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $9,824 |
BAKER TILLY US, LLP2+ years Filed as: BAKER TILLY VIRCHOW KRAUSE, LLP Service code 10 115 SOUTH 84 ST STE 400 · MILWAUKEE, WI 53214 | Accounting | $8,750 |
Filed as: GREAT-WEST LIFE & ANNUITY COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,800 |
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.
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 | $46,906 | $42,546+10.2% | $71,796-34.7% | $55,167-15.0% |
| Participation rate | 68.3% | 59.1%+9.2pp | 69.1%-0.8pp | 69.0%-0.7pp |
| Annual return | 6.70% | 12.36%-5.7pp | 78.04%-71.3pp | 169.23%-162.5pp |
| Employer contribution / active EE | $68 | $803-91.5% | $1,924-96.4% | $1,963-96.5% |
| Participant deferral / active EE | $1,887 | $2,064-8.6% | $2,794-32.5% | $3,054-38.2% |
| Admin fee / account holder | $192 | $650-70.5% | $4,815-96.0% | $504-62.0% |