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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT-WEST LIFE & ANNUITY INS. CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $17,394 |
Filed as: GALLAGHER BENEFIT SERVICES Service code 27 1100 SUPERRIOR AVE · CLEVELAND, OH 44114 | Advisory (Plan) | $2,262 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $357 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,761 | $79,181-52.3% | $102,423-63.1% | $74,429-49.3% |
| Participation rate | 100.0% | 74.8%+25.2pp | 76.5%+23.5pp | 67.2%+32.8pp |
| Annual return | 12.38% | 54.97%-42.6pp | 29.42%-17.0pp | 1368.38%-1356.0pp |
| Employer contribution / active EE | $0 | $2,362-100.0% | $3,023-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $4,829 | $4,416+9.4% | $5,054-4.5% | $4,348+11.1% |
| Admin fee / account holder | $116 | $2,002-94.2% | $9,455-98.8% | $1,944-94.0% |