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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 11101 SWITZER RD STE 200 · OVERLAND PARK, KS 66210 | Advisory (Plan) | $4,274 |
Filed as: FIRST GREAT-WEST LIFE & ANNUITY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,888 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,758 | $106,236-90.8% | $112,258-91.3% | $64,814-84.9% |
| Participation rate | 67.3% | 71.7%-4.3pp | 75.1%-7.7pp | 71.5%-4.1pp |
| Annual return | 0.00% | -6.02%+6.0pp | 27.47%-27.5pp | 32.84%-32.8pp |
| Employer contribution / active EE | $921 | $3,166-70.9% | $3,636-74.7% | $2,507-63.3% |
| Participant deferral / active EE | $1,565 | $3,785-58.7% | $4,728-66.9% | $4,310-63.7% |
| Admin fee / account holder | $18 | $452-96.0% | $6,411-99.7% | $188-90.4% |