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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 | $9,834 |
GOLDLEAF PARTNERS2+ years Filed as: GOLDLEAF PARNTERS Service code 13 · EIN 45-0514557 PO BOX 806 · BRAINERD, MN 56401 | Contract Administrator | $1,825 |
Filed as: GREAT WEST LIFE & ANNUITY CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $750 |
RAYMOND JAMES FINANCIAL SERVICES2+ 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.
Annual investment return 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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $21,512 | $44,059-51.2% | $71,671-70.0% | $69,631-69.1% |
| Participation rate | 23.2% | 60.8%-37.5pp | 68.7%-45.5pp | 70.7%-47.5pp |
| Annual return | 8.98% | 21.97%-13.0pp | 20.65%-11.7pp | 27571.02%-27562.0pp |
| Employer contribution / active EE | $200 | $1,305-84.7% | $2,460-91.9% | $2,032-90.2% |
| Participant deferral / active EE | $816 | $2,370-65.6% | $3,438-76.3% | $3,224-74.7% |
| Admin fee / account holder | $119 | $108+10.3% | $5,558-97.9% | $110+7.6% |