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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIRST GREAT WEST LIFE & ANNUITY Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $29,383 |
Filed as: CBIZ INVESTMENT ADVISORY SERVICES Service code 27 6050 OAK TREE BLVD S · CLEVELAND, OH 44131 | Advisory (Plan) | $20,191 |
Filed as: PLAN ADMINISTRATION & CONSULTING, L Service code 13 · EIN 01-0690018 1661 AARON BRENNER DRIVE · MEMPHIS, TN 38120 | Contract Administrator | $11,710 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,538 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,628 | $34,634-14.5% | $77,081-61.6% | $64,814-54.3% |
| Participation rate | 45.8% | 49.8%-4.0pp | 67.9%-22.1pp | 71.5%-25.7pp |
| Annual return | -17.10% | -5.31%-11.8pp | 42.33%-59.4pp | 32.84%-49.9pp |
| Employer contribution / active EE | $1,354 | $1,385-2.3% | $2,813-51.9% | $2,507-46.0% |
| Participant deferral / active EE | $2,956 | $2,553+15.8% | $4,428-33.2% | $4,310-31.4% |
| Admin fee / account holder | $205 | $178+14.9% | $5,427-96.2% | $188+9.1% |