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| Provider | Service type | Compensation |
|---|---|---|
EPIC RETIREMENT PLAN SERVICES4+ years Filed as: QUALIFIED RETIREMENT PLAN SERVICES Service code 13 P.O. BOX 99163 · RALEIGH, NC 276249163 | Contract Administrator | $8,834 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,473 |
Filed as: GREAT-WEST LIFE & ANNITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,683 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $36,529 | $75,962-51.9% | $154,111-76.3% | $64,173-43.1% |
| Participation rate | 95.0% | 70.4%+24.6pp | 83.0%+12.0pp | 69.6%+25.4pp |
| Annual return | -6.30% | 30.32%-36.6pp | 735.18%-741.5pp | 7.63%-13.9pp |
| Employer contribution / active EE | $1,414 | $3,350-57.8% | $5,298-73.3% | $2,381-40.6% |
| Participant deferral / active EE | $3,879 | $3,175+22.2% | $5,081-23.7% | $3,470+11.8% |
| Admin fee / account holder | $111 | $5,589-98.0% | $13,411-99.2% | $4,887-97.7% |