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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 | $23,546 |
Service code 55 1750 RIDGEWAY #D104 · SAUSALITO, CA 94965 | Other Commissions | $9,470 |
Service code 99 7526 PICARDY AVE · BATON ROUGE, LA 70808 | Other Fees | $2,318 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $74 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $62,626 | $51,466+21.7% | $78,778-20.5% | $62,293+0.5% |
| Participation rate | 38.3% | 59.8%-21.4pp | 69.2%-30.8pp | 69.5%-31.2pp |
| Annual return | 15.79% | 19.96%-4.2pp | 35.62%-19.8pp | 28.90%-13.1pp |
| Employer contribution / active EE | $0 | $827-100.0% | $1,986-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,695 | $2,147-21.1% | $2,958-42.7% | $3,169-46.5% |
| Admin fee / account holder | $328 | $489-32.9% | $5,134-93.6% | $479-31.5% |