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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT-WEST LIFE & ANNUITY INS. CO. Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $841 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $179 |
PENSION SERVICES, INC.2+ years Service code 13 3150 SW 38 AVENUE, SUITE 900 · MIAMI, FL 33146 | Contract Administrator | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $16,041 | $30,599-47.6% | $74,577-78.5% | $57,658-72.2% |
| Participation rate | 9.7% | 49.1%-39.5pp | 68.1%-58.4pp | 70.2%-60.6pp |
| Annual return | 7.49% | 14.24%-6.7pp | 20.47%-13.0pp | 5.13%+2.4pp |
| Employer contribution / active EE | $179 | $1,000-82.1% | $2,525-92.9% | $1,974-90.9% |
| Participant deferral / active EE | $278 | $1,805-84.6% | $3,458-92.0% | $3,061-90.9% |
| Admin fee / account holder | $3 | $98-97.2% | $4,138-99.9% | $95-97.1% |