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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER RETIREMENTADVISORY SERVICE Service code 28 8515 ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,708 |
Filed as: GREAT-WEST LIFE & ANNUITY COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $206 |
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 | $51,956 | $49,177+5.7% | $79,467-34.6% | $64,173-19.0% |
| Participation rate | 42.1% | 65.0%-22.9pp | 73.3%-31.2pp | 69.6%-27.5pp |
| Annual return | -2.41% | -1.16%-1.2pp | 718.30%-720.7pp | 7.63%-10.0pp |
| Employer contribution / active EE | $382 | $2,076-81.6% | $2,800-86.4% | $2,381-84.0% |
| Participant deferral / active EE | $2,128 | $2,821-24.6% | $3,704-42.5% | $3,470-38.7% |
| Admin fee / account holder | $54 | $3,839-98.6% | $5,104-98.9% | $4,887-98.9% |