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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 | $15,463 |
Filed as: GREAT WEST LIFE AND ANNUITY Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $12,038 |
Service code 49 · EIN 93-0998477 1193 ROYVONNE SE, SUITE 22 · SALEM, OR 97302 | Other Services | $4,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $25,285 | $22,291+13.4% | $69,182-63.5% | $63,975-60.5% |
| Participation rate | 25.5% | 35.3%-9.7pp | 55.1%-29.6pp | 71.1%-45.6pp |
| Annual return | 7.69% | 9.30%-1.6pp | -21.93%+29.6pp | 48.65%-41.0pp |
| Employer contribution / active EE | $187 | $325-42.7% | $1,206-84.5% | $2,182-91.4% |
| Participant deferral / active EE | $789 | $808-2.3% | $1,897-58.4% | $3,356-76.5% |
| Admin fee / account holder | $40 | $73-45.5% | $2,697-98.5% | $70-43.5% |