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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 | $22,543 |
Filed as: GREAT WEST LIFE AND ANNUITY Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $5,865 |
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 | $29,680 | $25,165+17.9% | $73,545-59.6% | $77,958-61.9% |
| Participation rate | 26.3% | 36.6%-10.3pp | 54.9%-28.7pp | 71.6%-45.4pp |
| Annual return | 21.41% | 18.12%+3.3pp | -15.16%+36.6pp | 20.87%+0.5pp |
| Employer contribution / active EE | $195 | $395-50.7% | $1,219-84.0% | $2,310-91.6% |
| Participant deferral / active EE | $813 | $898-9.5% | $1,806-55.0% | $3,537-77.0% |
| Admin fee / account holder | $35 | $76-54.0% | $2,320-98.5% | $97-64.2% |