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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD, CO 80111 | Investment Management | $8,588 |
GOLDLEAF PARTNERS1+ years Filed as: GOLDLEAF PARNTERS Service code 13 · EIN 45-0514557 PO BOX 806 · BRAINERD, MN 56401 | Contract Administrator | $1,940 |
Filed as: GREAT WEST LIFE & ANNUITY CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $925 |
RAYMOND JAMES FINANCIAL SERVICES1+ years Filed as: RAYMOND JAMES FINANCIAL Service code 55 880 CARILON PARKWAY · ST. PETERSBURG, FL 33716 | Other Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $21,979 | $44,425-50.5% | $67,834-67.6% | $55,167-60.2% |
| Participation rate | 17.9% | 59.7%-41.8pp | 68.8%-50.9pp | 69.0%-51.1pp |
| Annual return | 5.54% | 17.80%-12.3pp | 138.47%-132.9pp | 169.23%-163.7pp |
| Employer contribution / active EE | $204 | $1,351-84.9% | $2,403-91.5% | $1,963-89.6% |
| Participant deferral / active EE | $833 | $2,166-61.5% | $3,160-73.6% | $3,054-72.7% |
| Admin fee / account holder | $133 | $530-74.8% | $4,622-97.1% | $504-73.5% |