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| Provider | Service type | Compensation |
|---|---|---|
SECURITIES AMERICA INC3 years Filed as: SECURITIES AMERICA, INC Service code 55 12325 PORT GRACE BLVD · LA VISTA, NE 68128 | Other Commissions | $10,558 |
GOLDLEAF PARTNERS4+ years Service code 13 | Contract Administrator | $6,387 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,638 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD, CO 80111 | Recordkeeping Fees | $1,113 |
GOLDLEAF PARTNERS1 year Filed as: GOLDLEAF PARTNERS EMPLOYER SERVICES Service code 13 · EIN 45-0514557 | Contract Administrator | $650 |
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 | $40,688 | $42,396-4.0% | $67,313-39.6% | $56,287-27.7% |
| Participation rate | 56.5% | 61.0%-4.5pp | 69.1%-12.6pp | 69.9%-13.3pp |
| Annual return | -4.70% | -36.63%+31.9pp | -4.08%-0.6pp | -9.96%+5.3pp |
| Employer contribution / active EE | $665 | $1,414-53.0% | $2,566-74.1% | $2,111-68.5% |
| Participant deferral / active EE | $2,073 | $2,360-12.2% | $3,568-41.9% | $3,350-38.1% |
| Admin fee / account holder | $22 | $510-95.6% | $4,507-99.5% | $521-95.7% |