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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CA 80111 | Investment Management | $0 |
Filed as: GREAT-WEST LIFE & ANNUITY Service code 64 · EIN 84-0467907 P.O.BOX 990067 · HARTFORD, CT 061990067 | Recordkeeping Fees | $0 |
SAGE ADVISORY SERVICES2+ years Filed as: SAGE VIEW ADVISORY GROUP Service code 27 · EIN 51-0492818 P.O. BOX 990067 · HARTFORD, CT 061990067 | Advisory (Plan) | $0 |
TRUOG-RYDING COMPANY, INC.2+ years Filed as: TRUOG-RYDING CO. Service code 13 · EIN 95-3497679 2659 TOWNSGATE ROAD · WESTLAKE VILLAGE, CA 91361 | Contract Administrator | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $39,497 | $42,582-7.2% | $171,082-76.9% | $57,658-31.5% |
| Participation rate | 55.6% | 63.9%-8.3pp | 76.7%-21.1pp | 70.2%-14.6pp |
| Annual return | 9.61% | 308.67%-299.1pp | 32.56%-23.0pp | 5.13%+4.5pp |
| Employer contribution / active EE | $556 | $1,306-57.5% | $4,002-86.1% | $1,974-71.8% |
| Participant deferral / active EE | $2,037 | $2,933-30.5% | $4,797-57.5% | $3,061-33.4% |
| Admin fee / account holder | $77 | $82-6.8% | $8,520-99.1% | $95-18.8% |