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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $298,464 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $22,631 |
Filed as: GALLAGHER BENEFIT SERVICES INC DBA Service code 99 1100 SUPERIOR AVE STE 1700 · CLEVELAND, OH 44114 | Other Fees | $15,000 |
COHNREZNICK LLP4+ years Service code 10 1212 AVENUE OF THE AMERICAS · NEW YORK, NY 10036 | Accounting | $13,250 |
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 | $22,265 | $33,780-34.1% | $74,549-70.1% | $75,289-70.4% |
| Participation rate | 92.9% | 62.7%+30.3pp | 69.1%+23.8pp | 72.4%+20.5pp |
| Annual return | -2.78% | -1.24%-1.5pp | 32.53%-35.3pp | -0.04%-2.7pp |
| Employer contribution / active EE | $892 | $845+5.6% | $1,961-54.5% | $2,405-62.9% |
| Participant deferral / active EE | $2,774 | $1,890+46.8% | $3,108-10.7% | $3,739-25.8% |
| Admin fee / account holder | $123 | $86+42.4% | $5,059-97.6% | $102+20.2% |