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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT-WEST LIFE & ANNUITY INS CO Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $32,542 |
Service code 55 | Other Commissions | $6,067 |
RETIREMENTPLANS.COM, LLC2+ years Filed as: RETIREMENTPLANS.COM. LLC Service code 13 | Contract Administrator | $4,664 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $320 |
Filed as: KESTRA INVESTMENT SERVICES Service code 55 1250 CAPITAL OF TEXAS HWY S · AUSTIN, TX 78746 | Other Commissions | $0 |
RETIREMENTPLANS.COM, LLC2+ years Filed as: RETIREMENTPLANS.COM Service code 13 16051 ADDISON ROAD · ADDISON, TX 75001 | 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $47,244 | $91,051-48.1% | $88,497-46.6% | $55,167-14.4% |
| Participation rate | 37.4% | 79.5%-42.2pp | 82.4%-45.0pp | 69.0%-31.6pp |
| Annual return | 7.39% | 9.63%-2.2pp | 7.63%-0.2pp | 169.23%-161.8pp |
| Employer contribution / active EE | $333 | $3,430-90.3% | $4,036-91.7% | $1,963-83.0% |
| Participant deferral / active EE | $1,678 | $4,954-66.1% | $4,899-65.7% | $3,054-45.0% |
| Admin fee / account holder | $293 | $539-45.5% | $6,220-95.3% | $504-41.8% |