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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $4,820 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $823 |
BURLEIGH CONSULTING GROUP4+ years Service code 13 · EIN 62-0842964 465 JACK KRAMER DR. · MEMPHIS, TN 38117 | Contract Administrator | $0 |
JANNEY MONTGOMERY SCOTT LLC4+ years Filed as: JANNEY MONTGOMERY SCOTT, LLC Service code 55 1717 ARCH STREET · PHILADELPHIA, PA 19103 | Other Commissions | $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 | $32,581 | $47,977-32.1% | $154,111-78.9% | $56,287-42.1% |
| Participation rate | 58.9% | 66.2%-7.3pp | 83.0%-24.2pp | 69.9%-11.0pp |
| Annual return | -6.18% | 3.54%-9.7pp | 735.18%-741.4pp | -9.96%+3.8pp |
| Employer contribution / active EE | $675 | $2,169-68.9% | $5,298-87.3% | $2,111-68.0% |
| Participant deferral / active EE | $1,635 | $2,392-31.6% | $5,081-67.8% | $3,350-51.2% |
| Admin fee / account holder | $65 | $438-85.2% | $13,411-99.5% | $521-87.6% |