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| Provider | Service type | Compensation |
|---|---|---|
SECURITIES AMERICA INC1 year Filed as: SECURITIES AMERICA, INC Service code 55 12325 PORT GRACE BLVD · LA VISTA, NE 68128 | Other Commissions | $7,411 |
GOLDLEAF PARTNERS2+ years Service code 13 PO BOX 806 · BRAINERD, MN 56401 | Contract Administrator | $6,307 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD, CO 80111 | Recordkeeping Fees | $1,425 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $755 |
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 | $38,096 | $44,425-14.2% | $67,834-43.8% | $55,167-30.9% |
| Participation rate | 57.5% | 59.7%-2.2pp | 68.8%-11.3pp | 69.0%-11.5pp |
| Annual return | 7.01% | 17.80%-10.8pp | 138.47%-131.5pp | 169.23%-162.2pp |
| Employer contribution / active EE | $604 | $1,351-55.3% | $2,403-74.9% | $1,963-69.2% |
| Participant deferral / active EE | $1,844 | $2,166-14.9% | $3,160-41.6% | $3,054-39.6% |
| Admin fee / account holder | $24 | $530-95.5% | $4,622-99.5% | $504-95.3% |