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| Provider | Service type | Compensation |
|---|---|---|
GILMORE JASION MAHLER, LTD2+ years Filed as: JD GILMORE AND CO INC Service code 16 300 W GLENOAKS BLVD STE # 301 · GLENDALE, CA 912022941 | Consulting | $15,427 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,068 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,725 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,177 | $50,898-64.3% | $171,082-89.4% | $55,167-67.1% |
| Participation rate | 58.5% | 63.3%-4.8pp | 76.7%-18.2pp | 69.0%-10.5pp |
| Annual return | 5.95% | 15.34%-9.4pp | 32.56%-26.6pp | 169.23%-163.3pp |
| Employer contribution / active EE | $361 | $1,433-74.8% | $4,002-91.0% | $1,963-81.6% |
| Participant deferral / active EE | $2,290 | $2,994-23.5% | $4,797-52.3% | $3,054-25.0% |
| Admin fee / account holder | $82 | $500-83.6% | $8,520-99.0% | $504-83.7% |