Filed June 5, 2025
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| Provider | Service type | Compensation |
|---|---|---|
Service code 49 1 NEW YORK PLAZA FL 12 · NEW YORK, NY 10004 | Other Services | $30,020 |
Filed as: EMPOWER ADVISORY Service code 28 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $20,607 |
Filed as: GREAT-WEST LIFE & ANNUITY Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,505 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $14,726 | $37,196-60.4% | $154,111-90.4% | $55,725-73.6% |
| Participation rate | 94.7% | 64.1%+30.6pp | 83.0%+11.7pp | 70.9%+23.9pp |
| Annual return | -4.50% | 1319.68%-1324.2pp | 735.18%-739.7pp | 244.93%-249.4pp |
| Employer contribution / active EE | $1,454 | $1,614-9.9% | $5,298-72.6% | $2,078-30.1% |
| Participant deferral / active EE | $0 | $2,068-100.0% | $5,081-100.0% | $3,356-100.0% |
| Admin fee / account holder | $54 | $102-47.2% | $13,411-99.6% | $115-53.5% |