Filed March 18, 2025
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,993 |
Filed as: GREAT-WEST LIFE & ANNUITY COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $186,135 | $60,165+209.4% | $74,184+150.9% | $55,167+237.4% |
| Participation rate | 93.7% | 74.2%+19.6pp | 76.6%+17.1pp | 69.0%+24.7pp |
| Annual return | 8.25% | 10.00%-1.7pp | 17.74%-9.5pp | 169.23%-161.0pp |
| Employer contribution / active EE | $5,831 | $1,600+264.5% | $2,370+146.0% | $1,963+197.1% |
| Participant deferral / active EE | $7,256 | $2,973+144.1% | $3,550+104.4% | $3,054+137.6% |
| Admin fee / account holder | $8 | $419-98.2% | $5,586-99.9% | $504-98.5% |