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 | $17,422 |
WHALEN CAPITAL5+ years Filed as: WHALEN CAPITAL, INC Service code 27 · EIN 81-0563242 | Advisory (Plan) | $12,659 |
Service code 13 | Contract Administrator | $1,125 |
Filed as: GREAT WEST LIFE & ANNUITY COMPANY Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $31,974 | $50,666-36.9% | $76,667-58.3% | $65,186-51.0% |
| Participation rate | 64.2% | 68.8%-4.6pp | 72.1%-7.9pp | 70.2%-6.0pp |
| Annual return | 16.14% | 28.51%-12.4pp | 1166.74%-1150.6pp | 29.39%-13.2pp |
| Employer contribution / active EE | $1,376 | $1,575-12.7% | $2,303-40.3% | $2,177-36.8% |
| Participant deferral / active EE | $1,452 | $2,647-45.1% | $3,336-56.5% | $3,514-58.7% |
| Admin fee / account holder | $119 | $463-74.4% | $6,423-98.2% | $847-86.0% |