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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT-WEST LIFE & ANNUITY COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $20,568 |
SCHENCK SC4+ years Service code 10 200 E WASHINGTON ST · APPLETON, WI 54911 | Accounting | $14,200 |
LPL FINANCIAL1 year Service code 27 PO BOX 502533 · SAN DIEGO, CA 921502533 | Advisory (Plan) | $2,484 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,525 |
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 | $47,006 | $107,440-56.2% | $105,736-55.5% | $55,725-15.6% |
| Participation rate | 39.1% | 55.5%-16.4pp | 76.3%-37.3pp | 70.9%-31.8pp |
| Annual return | -4.31% | -0.59%-3.7pp | 6.27%-10.6pp | 244.93%-249.2pp |
| Employer contribution / active EE | $228 | $1,448-84.3% | $3,268-93.0% | $2,078-89.0% |
| Participant deferral / active EE | $1,297 | $2,171-40.3% | $4,080-68.2% | $3,356-61.3% |
| Admin fee / account holder | $319 | $283+12.5% | $6,913-95.4% | $115+176.7% |