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| Provider | Service type | Compensation |
|---|---|---|
SECURITIES AMERICA INC2 years Filed as: SECURITIES AMERICA, INC Service code 55 12325 PORT GRACE BLVD · LA VISTA, NE 68128 | Other Commissions | $9,413 |
GOLDLEAF PARTNERS3+ years Service code 13 PO BOX 806 · BRAINERD, MN 56401 | Contract Administrator | $6,479 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,493 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD, CO 80111 | Recordkeeping Fees | $1,393 |
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 | $49,742 | $46,297+7.4% | $71,671-30.6% | $62,293-20.1% |
| Participation rate | 53.6% | 60.6%-7.0pp | 68.7%-15.1pp | 69.5%-15.9pp |
| Annual return | 20.82% | 22.32%-1.5pp | 20.65%+0.2pp | 28.90%-8.1pp |
| Employer contribution / active EE | $610 | $1,412-56.8% | $2,460-75.2% | $2,042-70.2% |
| Participant deferral / active EE | $1,851 | $2,235-17.2% | $3,438-46.2% | $3,169-41.6% |
| Admin fee / account holder | $30 | $461-93.5% | $5,558-99.5% | $479-93.8% |