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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT-WEST LIFE ANNUITY INSURANCE C Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $112 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $4,368 | $51,466-91.5% | $78,778-94.5% | $62,293-93.0% |
| Participation rate | 32.2% | 59.8%-27.6pp | 69.2%-37.0pp | 69.5%-37.3pp |
| Annual return | 0.00% | 19.96%-20.0pp | 35.62%-35.6pp | 28.90%-28.9pp |
| Employer contribution / active EE | $267 | $827-67.7% | $1,986-86.5% | $2,042-86.9% |
| Participant deferral / active EE | $933 | $2,147-56.5% | $2,958-68.4% | $3,169-70.5% |
| Admin fee / account holder | $2 | $489-99.6% | $5,134-100.0% | $479-99.5% |