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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $29,657 |
Filed as: GREAT-WEST LIFE & ANNUITY COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $13,581 |
Service code 27 24 E COTA ST STE 200 · SANTA BARBARA, CA 93101 | Advisory (Plan) | $12,827 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $227,411 | $55,449+310.1% | $83,831+171.3% | $56,289+304.0% |
| Participation rate | 93.4% | 68.0%+25.4pp | 76.1%+17.3pp | 69.9%+23.6pp |
| Annual return | -5.42% | -1.38%-4.0pp | 850.99%-856.4pp | -9.96%+4.5pp |
| Employer contribution / active EE | $9,757 | $2,430+301.5% | $3,631+168.7% | $2,111+362.2% |
| Participant deferral / active EE | $9,270 | $2,935+215.8% | $4,082+127.1% | $3,350+176.7% |
| Admin fee / account holder | $235 | $656-64.2% | $5,479-95.7% | $521-55.0% |