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 | $17,383 |
WHALEN CAPITAL4+ years Filed as: WHALEN CAPITAL, INC Service code 27 · EIN 81-0563242 | Advisory (Plan) | $11,697 |
Filed as: GREAT WEST LIFE & ANNUITY COMPANY Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $1,268 |
Service code 13 | Contract Administrator | $950 |
Participant contribution per participant 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 | $25,637 | $43,504-41.1% | $68,612-62.6% | $56,289-54.5% |
| Participation rate | 77.3% | 67.8%+9.5pp | 72.2%+5.1pp | 69.9%+7.5pp |
| Annual return | -5.55% | -3.15%-2.4pp | -4.63%-0.9pp | -9.96%+4.4pp |
| Employer contribution / active EE | $1,072 | $1,525-29.7% | $2,625-59.2% | $2,111-49.2% |
| Participant deferral / active EE | $1,127 | $2,509-55.1% | $3,311-66.0% | $3,350-66.4% |
| Admin fee / account holder | $117 | $515-77.3% | $5,131-97.7% | $521-77.6% |