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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 35-1140070 | Contract Administrator | $28,959 |
Filed as: GREAT-WEST LIFE & ANNUITY COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $90 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $50 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,543 | $67,411-5.7% | $91,001-30.2% | $70,131-9.4% |
| Participation rate | 91.5% | 71.4%+20.1pp | 75.6%+15.9pp | 69.5%+21.9pp |
| Annual return | 14.69% | -40.16%+54.9pp | 4.60%+10.1pp | 73.14%-58.4pp |
| Employer contribution / active EE | $297 | $1,786-83.4% | $2,456-87.9% | $2,342-87.3% |
| Participant deferral / active EE | $1,892 | $2,823-33.0% | $3,547-46.7% | $3,332-43.2% |
| Admin fee / account holder | $296 | $4,236-93.0% | $5,417-94.5% | $4,645-93.6% |