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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,184 |
Filed as: GREAT WEST LIFE & ANNUITY INS Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $880 |
KB ACTUARIAL, INC.3 years Service code 13 PO BOX 9626 · REDLANDS, CA 92375 | Contract Administrator | $804 |
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 | $4,210 | $44,473-90.5% | $76,518-94.5% | $55,725-92.4% |
| Participation rate | 20.8% | 51.0%-30.1pp | 68.0%-47.2pp | 70.9%-50.0pp |
| Annual return | -4.15% | -2.01%-2.1pp | -0.27%-3.9pp | 244.93%-249.1pp |
| Employer contribution / active EE | $0 | $1,101-100.0% | $2,647-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $83 | $1,988-95.8% | $3,836-97.8% | $3,356-97.5% |
| Admin fee / account holder | $13 | $134-90.1% | $4,849-99.7% | $115-88.5% |