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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 | $17,597 |
Filed as: GREAT-WEST LIFE & ANNUITY INS CO Service code 13 | Contract Administrator | $16,823 |
RANDY SILHAN, CPA, CFE3+ years Filed as: RANDY SILHAN Service code 10 PO BOX 1341 · WOLFFORTH, TX 79382 | Accounting | $7,000 |
Filed as: PENTEC PENSION MGMT Service code 13 · EIN 75-2776689 | Contract Administrator | $3,439 |
Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $725 |
Filed as: RAYMOND JAMES FINANCIAL SVCS Service code 55 880 CARILON PKWY · ST PETERSBURG, FL 33716 | Other Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $50,634 | $67,411-24.9% | $91,004-44.4% | $70,124-27.8% |
| Participation rate | 58.2% | 71.4%-13.2pp | 75.6%-17.4pp | 69.5%-11.4pp |
| Annual return | 13.46% | -40.16%+53.6pp | 4.60%+8.9pp | 73.14%-59.7pp |
| Employer contribution / active EE | $227 | $1,786-87.3% | $2,456-90.8% | $2,342-90.3% |
| Participant deferral / active EE | $3,015 | $2,823+6.8% | $3,548-15.0% | $3,332-9.5% |
| Admin fee / account holder | $269 | $4,236-93.6% | $5,417-95.0% | $4,645-94.2% |