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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT WEST LIFE & ANNUITY COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $14,894 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,455 |
SANTANDER SECURITIES CORP2+ years Filed as: SANTANDER SECURITIES CORP. Service code 55 13-7 TABONUCO ST. #1800 · GUAYNABO, PR 00968 | Other Commissions | $6,390 |
Service code 13 PO BOX 13928 · SAN JUAN, PR 00908 | Contract Administrator | $1,809 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $10,583 | $60,165-82.4% | $74,184-85.7% | $55,167-80.8% |
| Participation rate | 85.2% | 74.2%+11.0pp | 76.6%+8.5pp | 69.0%+16.2pp |
| Annual return | 6.47% | 10.00%-3.5pp | 17.74%-11.3pp | 169.23%-162.8pp |
| Employer contribution / active EE | $0 | $1,600-100.0% | $2,370-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $1,052 | $2,973-64.6% | $3,550-70.4% | $3,054-65.6% |
| Admin fee / account holder | $109 | $419-74.0% | $5,586-98.0% | $504-78.4% |