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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT-WEST LIFE & ANNUITY INS CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $34,503 |
Filed as: RESOURCES INVESTMENT ADVISORS Service code 27 4860 COLLEGE BLVD · OVERLAND PARK, KS 66211 | Advisory (Plan) | $18,000 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,272 |
Filed as: RETIREMENT PLAN ADMINISTRATION INC Service code 13 · EIN 35-2325143 4860 COLLEGE BLVD · OVERLAND PARK, KS 66211 | Contract Administrator | $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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $69,999 | $55,449+26.2% | $83,830-16.5% | $56,287+24.4% |
| Participation rate | 58.5% | 68.0%-9.5pp | 76.1%-17.7pp | 69.9%-11.4pp |
| Annual return | -4.06% | -1.38%-2.7pp | 850.97%-855.0pp | -9.96%+5.9pp |
| Employer contribution / active EE | $395 | $2,430-83.7% | $3,631-89.1% | $2,111-81.3% |
| Participant deferral / active EE | $2,178 | $2,935-25.8% | $4,082-46.6% | $3,350-35.0% |
| Admin fee / account holder | $355 | $656-45.9% | $5,479-93.5% | $521-31.9% |