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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIRST GREAT-WEST LIFE & ANNUITY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $13,217 |
Service code 27 1 NEW YORK PLZ 12TH FL · NEW YORK, NY 10004 | Advisory (Plan) | $9,531 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $28 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $15,000 | $75,183-80.0% | $123,894-87.9% | $55,167-72.8% |
| Participation rate | 99.3% | 72.8%+26.5pp | 81.4%+17.9pp | 69.0%+30.3pp |
| Annual return | 15.07% | 19.01%-3.9pp | 47.52%-32.5pp | 169.23%-154.2pp |
| Employer contribution / active EE | $700 | $2,823-75.2% | $4,617-84.8% | $1,963-64.3% |
| Participant deferral / active EE | $5,298 | $5,084+4.2% | $5,984-11.5% | $3,054+73.5% |
| Admin fee / account holder | $115 | $663-82.6% | $8,357-98.6% | $504-77.2% |