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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CAMBRIDGE INVESTMENT RESEARCH INC Service code 27 1776 PLEASANT PLAIN ROAD · FAIRFIELD, IA 52556 | Advisory (Plan) | $16,000 |
ASSOCIATED PENSION CONSULTANTS4+ years Service code 13 · EIN 94-2456320 PO BOX 1282 · CHICO, CA 959271282 | Contract Administrator | $750 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $157 |
Filed as: GREAT-WEST LIFE & ANNUITY INS CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $39,453 | $107,440-63.3% | $105,736-62.7% | $55,725-29.2% |
| Participation rate | 33.7% | 55.5%-21.8pp | 76.3%-42.7pp | 70.9%-37.2pp |
| Annual return | -6.59% | -0.59%-6.0pp | 6.27%-12.9pp | 244.93%-251.5pp |
| Employer contribution / active EE | $602 | $1,448-58.4% | $3,268-81.6% | $2,078-71.0% |
| Participant deferral / active EE | $1,347 | $2,171-38.0% | $4,080-67.0% | $3,356-59.9% |
| Admin fee / account holder | $31 | $283-89.0% | $6,913-99.5% | $115-73.0% |