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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $279,615 |
Filed as: GALLAGHER BENEFIT SERVICES INC DBA Service code 99 1100 SUPERIOR AVE STE 1700 · CLEVELAND, OH 44114 | Other Fees | $30,000 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $20,382 |
COHNREZNICK LLP3+ years Service code 10 1212 AVENUE OF THE AMERICAS · NEW YORK, NY 10036 | Accounting | $12,800 |
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 | $18,481 | $38,833-52.4% | $78,778-76.5% | $77,958-76.3% |
| Participation rate | 93.0% | 60.9%+32.1pp | 69.2%+23.9pp | 71.6%+21.4pp |
| Annual return | 19.80% | 20.31%-0.5pp | 35.62%-15.8pp | 20.87%-1.1pp |
| Employer contribution / active EE | $941 | $840+12.0% | $1,986-52.6% | $2,310-59.3% |
| Participant deferral / active EE | $2,768 | $1,776+55.9% | $2,958-6.4% | $3,537-21.7% |
| Admin fee / account holder | $106 | $89+19.4% | $5,134-97.9% | $97+9.2% |