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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 | $8,931 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,702 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,095 | $111,491-67.6% | $189,520-81.0% | $86,813-58.4% |
| Participation rate | 90.2% | 87.3%+2.9pp | 87.8%+2.4pp | 72.3%+17.9pp |
| Annual return | 28.41% | 83.50%-55.1pp | 555.25%-526.8pp | 97.93%-69.5pp |
| Employer contribution / active EE | $2,690 | $3,951-31.9% | $6,161-56.3% | $2,406+11.8% |
| Participant deferral / active EE | $6,844 | $6,437+6.3% | $8,220-16.7% | $4,131+65.7% |
| Admin fee / account holder | $36 | $189-80.8% | $12,046-99.7% | $170-78.6% |