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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,064 |
VALLEY PENSION SERVICES, INC.3+ years Service code 13 1200 SCENIC DRIVE, SUITE 101 · MODESTO, CA 95350 | Contract Administrator | $1,193 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $788 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $22,020 | $84,236-73.9% | $170,435-87.1% | $70,126-68.6% |
| Participation rate | 48.1% | 70.8%-22.7pp | 83.6%-35.5pp | 69.5%-21.4pp |
| Annual return | 24.05% | 23.06%+1.0pp | 205.94%-181.9pp | 73.15%-49.1pp |
| Employer contribution / active EE | $1,537 | $3,387-54.6% | $5,432-71.7% | $2,343-34.4% |
| Participant deferral / active EE | $3,223 | $3,086+4.5% | $4,939-34.7% | $3,332-3.3% |
| Admin fee / account holder | $17 | $5,698-99.7% | $13,881-99.9% | $4,645-99.6% |