Filed March 6, 2025
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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $68,556 |
Service code 55 1250 CAPITAL OF TEXAS HWY S · AUSTIN, TX 78746 | Other Commissions | $48,456 |
Filed as: INTERMOUNTAIN ELECTRONICS, INC. Service code 99 PO BOX 914 · PRICE, UT 84501 | Other Fees | $10,750 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,158 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $65,155 | $60,165+8.3% | $74,184-12.2% | $55,167+18.1% |
| Participation rate | 94.6% | 74.2%+20.4pp | 76.6%+18.0pp | 69.0%+25.6pp |
| Annual return | 7.91% | 10.00%-2.1pp | 17.74%-9.8pp | 169.23%-161.3pp |
| Employer contribution / active EE | $3,171 | $1,600+98.3% | $2,370+33.8% | $1,963+61.6% |
| Participant deferral / active EE | $5,258 | $2,973+76.9% | $3,550+48.1% | $3,054+72.2% |
| Admin fee / account holder | $424 | $419+1.2% | $5,586-92.4% | $504-15.8% |