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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,915 |
Service code 55 | Other Commissions | $980 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $771 |
Filed as: PENTEC PENSION MGMT GROUP Service code 13 700 S MARIENFELD · MIDLAND, TX 79701 | Contract Administrator | $199 |
Filed as: RAYMOND JAMES FINANCIAL SVCS 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $5,670 | $47,977-88.2% | $154,111-96.3% | $56,287-89.9% |
| Participation rate | 9.1% | 66.2%-57.0pp | 83.0%-73.9pp | 69.9%-60.7pp |
| Annual return | -4.70% | 3.54%-8.2pp | 735.18%-739.9pp | -9.96%+5.3pp |
| Employer contribution / active EE | $0 | $2,169-100.0% | $5,298-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $324 | $2,392-86.5% | $5,081-93.6% | $3,350-90.3% |
| Admin fee / account holder | $97 | $438-77.9% | $13,411-99.3% | $521-81.4% |