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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,203 |
Filed as: GREAT-WEST LIFE & ANNUITY INS. CO. Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,156 |
PENSION SERVICES, INC.3+ 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 | $20,887 | $31,424-33.5% | $81,473-74.4% | $69,631-70.0% |
| Participation rate | 10.6% | 50.8%-40.3pp | 68.0%-57.4pp | 70.7%-60.1pp |
| Annual return | 17.43% | 22.44%-5.0pp | 38.78%-21.4pp | 27571.02%-27553.6pp |
| Employer contribution / active EE | $380 | $1,029-63.1% | $2,568-85.2% | $2,032-81.3% |
| Participant deferral / active EE | $366 | $1,838-80.1% | $3,537-89.6% | $3,224-88.6% |
| Admin fee / account holder | $25 | $103-76.1% | $4,561-99.5% | $110-77.8% |