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| Provider | Service type | Compensation |
|---|---|---|
EPIC RETIREMENT PLAN SERVICES2+ years Filed as: QUALIFIED RETIREMENT PLAN SERVICES Service code 13 P.O. BOX 99163 · RALEIGH, NC 276249163 | Contract Administrator | $6,539 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,965 |
Filed as: GREAT-WEST LIFE & ANNITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,563 |
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 | $30,685 | $77,638-60.5% | $156,551-80.4% | $62,881-51.2% |
| Participation rate | 96.8% | 71.2%+25.6pp | 84.0%+12.8pp | 69.3%+27.5pp |
| Annual return | 11.58% | 50.33%-38.7pp | 32.23%-20.6pp | 20.14%-8.6pp |
| Employer contribution / active EE | $1,766 | $3,444-48.7% | $5,501-67.9% | $2,281-22.6% |
| Participant deferral / active EE | $2,714 | $3,046-10.9% | $4,871-44.3% | $3,203-15.3% |
| Admin fee / account holder | $34 | $5,561-99.4% | $13,028-99.7% | $4,296-99.2% |