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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,472 |
VALLEY PENSION SERVICES, INC.8+ years Service code 13 1200 SCENIC DRIVE, SUITE 101 · MODESTO, CA 95350 | Contract Administrator | $3,672 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $738 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $40,813 | $73,863-44.7% | $143,797-71.6% | $68,490-40.4% |
| Participation rate | 58.6% | 66.7%-8.1pp | 80.3%-21.7pp | 67.9%-9.3pp |
| Annual return | -17.35% | 0.91%-18.3pp | -0.04%-17.3pp | -7.85%-9.5pp |
| Employer contribution / active EE | $2,057 | $3,185-35.4% | $4,952-58.5% | $2,597-20.8% |
| Participant deferral / active EE | $4,917 | $3,385+45.3% | $5,638-12.8% | $4,028+22.1% |
| Admin fee / account holder | $63 | $5,756-98.9% | $14,679-99.6% | $5,403-98.8% |