Filed March 18, 2025
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,357 |
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 | $69,356 | $60,165+15.3% | $74,184-6.5% | $55,167+25.7% |
| Participation rate | 80.3% | 74.2%+6.1pp | 76.6%+3.7pp | 69.0%+11.3pp |
| Annual return | 8.65% | 10.00%-1.3pp | 17.74%-9.1pp | 169.23%-160.6pp |
| Employer contribution / active EE | $2,798 | $1,600+74.9% | $2,370+18.0% | $1,963+42.6% |
| Participant deferral / active EE | $1,794 | $2,973-39.6% | $3,550-49.5% | $3,054-41.3% |
| Admin fee / account holder | $7 | $419-98.4% | $5,586-99.9% | $504-98.7% |