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| Provider | Service type | Compensation |
|---|---|---|
GOLDMAN SACHS5 years Filed as: GILL CAPITAL PARTNERS INC Service code 27 600 S CHERRY ST STE 800 · DENVER, CO 80246 | Advisory (Plan) | $21,439 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $14,350 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,138 | $76,107-43.3% | $96,576-55.3% | $71,495-39.7% |
| Participation rate | 38.9% | 74.4%-35.5pp | 76.0%-37.1pp | 67.9%-29.0pp |
| Annual return | 13.81% | 22.81%-9.0pp | 25.87%-12.1pp | 28.85%-15.0pp |
| Employer contribution / active EE | $950 | $2,247-57.7% | $2,965-68.0% | $2,589-63.3% |
| Participant deferral / active EE | $1,541 | $4,218-63.5% | $4,851-68.2% | $4,291-64.1% |
| Admin fee / account holder | $292 | $2,708-89.2% | $8,253-96.5% | $1,588-81.6% |