Filed October 14, 2022 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT-WEST LIFE & ANNUITY COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $35,288 |
Service code 27 1 NEW YORK PLZ 12TH FL · NEW YORK, NY 10004 | Advisory (Plan) | $22,417 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $17,212 |
UBS FINANCIAL SERVICES INC4+ years Service code 99 315 DEADERICK ST 5TH FL · NASHVILLE, TN 37238 | Other Fees | $3,062 |
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 | $14,271 | $37,196-61.6% | $154,108-90.7% | $55,725-74.4% |
| Participation rate | 90.7% | 64.1%+26.6pp | 83.0%+7.7pp | 70.9%+19.8pp |
| Annual return | -5.92% | 1319.68%-1325.6pp | 735.21%-741.1pp | 244.93%-250.9pp |
| Employer contribution / active EE | $1,833 | $1,614+13.6% | $5,298-65.4% | $2,078-11.8% |
| Participant deferral / active EE | $1,943 | $2,068-6.1% | $5,081-61.8% | $3,356-42.1% |
| Admin fee / account holder | $82 | $102-19.5% | $13,411-99.4% | $115-29.0% |