Filed March 19, 2024 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $30,153 |
INVESTMENT CENTERS OF AMERICA1+ years Filed as: INVESTMENT CENTERS OF AMERICA INC Service code 55 5555 W GRANDE MARKET DRIVE · APPELTON, MO 54913 | Other Commissions | $9,920 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,132 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $35,231 | $63,905-44.9% | $74,184-52.5% | $57,661-38.9% |
| Participation rate | 92.1% | 79.8%+12.4pp | 76.6%+15.5pp | 70.2%+21.9pp |
| Annual return | 10.32% | 60.60%-50.3pp | 17.74%-7.4pp | 5.13%+5.2pp |
| Employer contribution / active EE | $0 | $1,840-100.0% | $2,370-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $1,957 | $3,448-43.3% | $3,550-44.9% | $3,061-36.1% |
| Admin fee / account holder | $54 | $91-40.4% | $5,586-99.0% | $95-42.6% |