Filed September 4, 2025
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 · EIN 84-1532243 | Investment Management | $18,659 |
WHALEN CAPITAL3+ years Filed as: WHALEN CAPITAL, INC Service code 27 · EIN 81-0563242 | Advisory (Plan) | $12,170 |
Filed as: GREAT WEST LIFE & ANNUITY COMPANY Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $1,729 |
Service code 13 | Contract Administrator | $808 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $30,857 | $50,385-38.8% | $75,501-59.1% | $62,293-50.5% |
| Participation rate | 81.2% | 67.7%+13.4pp | 72.4%+8.8pp | 69.5%+11.6pp |
| Annual return | 7.33% | 19.90%-12.6pp | 27.35%-20.0pp | 28.90%-21.6pp |
| Employer contribution / active EE | $1,111 | $1,537-27.7% | $2,352-52.8% | $2,042-45.6% |
| Participant deferral / active EE | $1,185 | $2,445-51.5% | $3,142-62.3% | $3,169-62.6% |
| Admin fee / account holder | $124 | $384-67.7% | $5,801-97.9% | $479-74.1% |