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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 · EIN 84-0467907 8515 ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,494 |
Filed as: MASSMUTUAL LIFE INSURANCE CO Service code 15 · EIN 04-1590850 1277 MAIN ST · SPRINGFIELD, MA 011110001 | Recordkeeping | $513 |
EIP CORP2 years Service code 13 · EIN 48-0949535 7300 W 110TH ST STE 450 · OVERLAND PARK, KS 66210 | Contract Administrator | $100 |
Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $100 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $25,815 | $51,466-49.8% | $78,778-67.2% | $62,293-58.6% |
| Participation rate | 100.0% | 59.8%+40.2pp | 69.2%+30.8pp | 69.5%+30.5pp |
| Annual return | 18.94% | 19.96%-1.0pp | 35.62%-16.7pp | 28.90%-10.0pp |
| Employer contribution / active EE | $123 | $827-85.1% | $1,986-93.8% | $2,042-94.0% |
| Participant deferral / active EE | $2,724 | $2,147+26.9% | $2,958-7.9% | $3,169-14.0% |
| Admin fee / account holder | $17 | $489-96.6% | $5,134-99.7% | $479-96.5% |