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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $162,234 |
Filed as: GALLAGHER BENEFIT SERVICES INC DBA Service code 99 1100 SUPERIOR AVE STE 1700 · CLEVELAND, OH 44114 | Other Fees | $30,000 |
COHNREZNICK LLP2+ years Service code 10 1212 AVENUE OF THE AMERICAS · NEW YORK, NY 10036 | Accounting | $17,400 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $13,255 |
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 | $15,407 | $33,232-53.6% | $71,796-78.5% | $63,975-75.9% |
| Participation rate | 91.4% | 60.1%+31.3pp | 69.1%+22.3pp | 71.1%+20.3pp |
| Annual return | 10.03% | 11.99%-2.0pp | 78.04%-68.0pp | 48.65%-38.6pp |
| Employer contribution / active EE | $899 | $723+24.4% | $1,924-53.3% | $2,182-58.8% |
| Participant deferral / active EE | $2,554 | $1,604+59.2% | $2,794-8.6% | $3,356-23.9% |
| Admin fee / account holder | $73 | $63+15.5% | $4,815-98.5% | $70+4.1% |