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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT-WEST LIFE & ANNUITY COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $36,763 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $334 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $15,469 | $57,658-73.2% | $46,225-66.5% | $57,658-73.2% |
| Participation rate | 90.7% | 70.2%+20.5pp | 79.5%+11.2pp | 70.2%+20.5pp |
| Annual return | 11.95% | 5.13%+6.8pp | 7.57%+4.4pp | 5.13%+6.8pp |
| Employer contribution / active EE | $1,101 | $1,974-44.2% | $3,424-67.9% | $1,974-44.2% |
| Participant deferral / active EE | $1,255 | $3,061-59.0% | $3,776-66.8% | $3,061-59.0% |
| Admin fee / account holder | $108 | $95+13.8% | $3,519-96.9% | $95+13.8% |