Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,695 |
Filed as: GREAT-WEST LIFE & ANNUITY COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,550 |
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 | $74,563 | $80,177-7.0% | $123,894-39.8% | $57,658+29.3% |
| Participation rate | 95.2% | 74.4%+20.8pp | 81.4%+13.8pp | 70.2%+25.0pp |
| Annual return | 10.85% | 17.90%-7.1pp | 47.52%-36.7pp | 5.13%+5.7pp |
| Employer contribution / active EE | $2,751 | $2,913-5.6% | $4,617-40.4% | $1,974+39.4% |
| Participant deferral / active EE | $7,864 | $5,130+53.3% | $5,984+31.4% | $3,061+156.9% |
| Admin fee / account holder | $17 | $106-83.9% | $8,357-99.8% | $95-81.9% |