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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER RETIREMENT ADVISORY SVCS Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,771 |
PENSION SERVICES, INC.4+ years Service code 13 3150 SW 38 AVENUE, SUITE 900 · MIAMI, FL 33146 | Contract Administrator | $3,050 |
Filed as: GREAT-WEST LIFE & ANNUITY INS. CO. Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $849 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $18,531 | $44,473-58.3% | $76,518-75.8% | $55,725-66.7% |
| Participation rate | 13.0% | 51.0%-38.0pp | 68.0%-55.0pp | 70.9%-57.9pp |
| Annual return | -6.65% | -2.01%-4.6pp | -0.27%-6.4pp | 244.93%-251.6pp |
| Employer contribution / active EE | $367 | $1,101-66.6% | $2,647-86.1% | $2,078-82.3% |
| Participant deferral / active EE | $508 | $1,988-74.5% | $3,836-86.8% | $3,356-84.9% |
| Admin fee / account holder | $28 | $134-79.2% | $4,849-99.4% | $115-75.8% |