Filed December 22, 2023
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $24,647 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $8,237 |
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $5,860 |
Filed as: GREAT-WEST LIFE & ANNUITY COMPANY Service code 49 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Other Services | $3,789 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $64,157 | $77,816-17.6% | $123,549-48.1% | $64,1810% |
| Participation rate | 97.7% | 74.7%+23.0pp | 82.3%+15.4pp | 69.6%+28.2pp |
| Annual return | -5.87% | 12.49%-18.4pp | 119.20%-125.1pp | 7.63%-13.5pp |
| Employer contribution / active EE | $8,151 | $3,014+170.4% | $4,628+76.1% | $2,381+242.4% |
| Participant deferral / active EE | $26,971 | $5,240+414.7% | $6,426+319.7% | $3,470+677.4% |
| Admin fee / account holder | $282 | $5,519-94.9% | $9,284-97.0% | $4,887-94.2% |