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 | $4,350 |
Filed as: GREAT-WEST LIFE & ANNUITY COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $172,012 | $59,191+190.6% | $76,767+124.1% | $56,289+205.6% |
| Participation rate | 95.1% | 75.2%+19.9pp | 77.0%+18.1pp | 69.9%+25.3pp |
| Annual return | -4.79% | 6.62%-11.4pp | 2.43%-7.2pp | -9.96%+5.2pp |
| Employer contribution / active EE | $6,649 | $1,759+278.0% | $2,485+167.5% | $2,111+214.9% |
| Participant deferral / active EE | $8,011 | $3,255+146.1% | $3,852+108.0% | $3,350+139.1% |
| Admin fee / account holder | $15 | $489-97.0% | $6,675-99.8% | $521-97.2% |