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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIRST GREAT-WEST LIFE & ANNUITY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $21,875 |
Filed as: J P MORGAN BROKER-DEALER HOLDINGS I Service code 27 PO BOX 681131 · CHICAGO, IL 60695 | Advisory (Plan) | $10,585 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,298 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,479 | $50,458-69.3% | $160,037-90.3% | $64,824-76.1% |
| Participation rate | 74.8% | 68.0%+6.8pp | 78.0%-3.2pp | 71.5%+3.3pp |
| Annual return | 7.98% | -13.42%+21.4pp | 408.95%-401.0pp | 32.84%-24.9pp |
| Employer contribution / active EE | $1,906 | $1,722+10.7% | $4,226-54.9% | $2,507-24.0% |
| Participant deferral / active EE | $4,205 | $4,004+5.0% | $6,184-32.0% | $4,311-2.5% |
| Admin fee / account holder | $121 | $706-82.8% | $8,716-98.6% | $188-35.4% |