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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $15,211 |
BRIGGS & VESELKA CO.3+ years Service code 10 NINE GREENWAY PLAZA STE 1700 · HOUSTON, TX 77046 | Accounting | $13,125 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $8,978 |
Filed as: MERRILL LYNCH LIFE AGENCY INC Service code 55 1215 4TH AVE 26TH FL · SEATTLE, WA 98161 | Other Commissions | $8,830 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $35,633 | $43,233-17.6% | $185,117-80.8% | $77,958-54.3% |
| Participation rate | 35.0% | 64.2%-29.3pp | 77.3%-42.3pp | 71.6%-36.7pp |
| Annual return | 16.32% | 20.43%-4.1pp | 40.50%-24.2pp | 20.87%-4.5pp |
| Employer contribution / active EE | $482 | $1,312-63.3% | $4,182-88.5% | $2,310-79.2% |
| Participant deferral / active EE | $1,360 | $2,912-53.3% | $5,045-73.0% | $3,537-61.6% |
| Admin fee / account holder | $43 | $95-54.6% | $8,159-99.5% | $97-55.7% |