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 | $2,580 |
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 | $74,672 | $64,909+15.0% | $82,312-9.3% | $62,293+19.9% |
| Participation rate | 85.7% | 74.9%+10.8pp | 76.9%+8.8pp | 69.5%+16.2pp |
| Annual return | 17.50% | 21.18%-3.7pp | 25.88%-8.4pp | 28.90%-11.4pp |
| Employer contribution / active EE | $3,180 | $1,676+89.8% | $2,428+31.0% | $2,042+55.7% |
| Participant deferral / active EE | $2,146 | $3,103-30.8% | $3,706-42.1% | $3,169-32.3% |
| Admin fee / account holder | $12 | $440-97.3% | $5,608-99.8% | $479-97.6% |