Filed March 18, 2025
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,632 |
Filed as: GREAT-WEST LIFE & ANNUITY COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
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 | $172,857 | $54,320+218.2% | $67,652+155.5% | $52,331+230.3% |
| Participation rate | 95.9% | 73.6%+22.3pp | 75.7%+20.3pp | 68.1%+27.8pp |
| Annual return | -0.24% | 6.81%-7.0pp | 6625.40%-6625.6pp | 4.54%-4.8pp |
| Employer contribution / active EE | $5,796 | $1,544+275.5% | $2,266+155.8% | $1,882+208.0% |
| Participant deferral / active EE | $7,125 | $2,950+141.5% | $3,560+100.2% | $3,022+135.8% |
| Admin fee / account holder | $10 | $527-98.1% | $4,821-99.8% | $592-98.3% |