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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CA 80111 | Investment Management | $5,322 |
Filed as: TRANSAMERICA FINANCIAL LIFE INS Service code 14 · EIN 36-6071399 | Plan Administrator | $2,834 |
Service code 15 · EIN 58-2380163 | Recordkeeping | $1,825 |
Filed as: GREAT-WEST LIFE & ANNUITY INS CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CA 80111 | Recordkeeping Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $30,040 | $56,287-46.6% | $80,977-62.9% | $62,881-52.2% |
| Participation rate | 89.1% | 68.9%+20.2pp | 75.8%+13.3pp | 69.3%+19.8pp |
| Annual return | 1.38% | 22.13%-20.8pp | 17.11%-15.7pp | 20.14%-18.8pp |
| Employer contribution / active EE | $1,242 | $1,943-36.1% | $3,715-66.6% | $2,281-45.5% |
| Participant deferral / active EE | $3,872 | $4,196-7.7% | $5,696-32.0% | $3,203+20.9% |
| Admin fee / account holder | $87 | $3,742-97.7% | $5,517-98.4% | $4,296-98.0% |