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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,971 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICS Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $197 |
PROFESSIONAL BENEFIT SERVICES2+ years Service code 13 1193 ROYVONNE AVE. SE, SUITE 22 · SALEM, OR 97302 | 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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $12,793 | $43,423-70.5% | $78,675-83.7% | $55,167-76.8% |
| Participation rate | 42.1% | 68.0%-26.0pp | 73.6%-31.5pp | 69.0%-26.9pp |
| Annual return | 6.34% | 11.53%-5.2pp | 62.19%-55.8pp | 169.23%-162.9pp |
| Employer contribution / active EE | $0 | $1,997-100.0% | $2,850-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $591 | $2,509-76.4% | $3,517-83.2% | $3,054-80.6% |
| Admin fee / account holder | $18 | $416-95.8% | $4,510-99.6% | $504-96.5% |