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 | $1,120 |
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 | $67,749 | $54,320+24.7% | $67,652+0.1% | $52,331+29.5% |
| Participation rate | 94.9% | 73.6%+21.3pp | 75.7%+19.2pp | 68.1%+26.8pp |
| Annual return | 0.59% | 6.81%-6.2pp | 6625.40%-6624.8pp | 4.54%-3.9pp |
| Employer contribution / active EE | $3,035 | $1,544+96.6% | $2,266+34.0% | $1,882+61.3% |
| Participant deferral / active EE | $1,998 | $2,950-32.3% | $3,560-43.9% | $3,022-33.9% |
| Admin fee / account holder | $6 | $527-98.9% | $4,821-99.9% | $592-99.0% |