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 | $3,066 |
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 | $210,956 | $64,909+225.0% | $82,312+156.3% | $62,293+238.7% |
| Participation rate | 94.8% | 74.9%+20.0pp | 76.9%+17.9pp | 69.5%+25.3pp |
| Annual return | 18.09% | 21.18%-3.1pp | 25.88%-7.8pp | 28.90%-10.8pp |
| Employer contribution / active EE | $6,507 | $1,676+288.2% | $2,428+167.9% | $2,042+218.6% |
| Participant deferral / active EE | $7,724 | $3,103+148.9% | $3,706+108.4% | $3,169+143.7% |
| Admin fee / account holder | $11 | $440-97.5% | $5,608-99.8% | $479-97.7% |