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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 | $18,972 |
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,883 |
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 | $59,206 | $41,854+41.5% | $73,836-19.8% | $52,331+13.1% |
| Participation rate | 84.1% | 66.2%+17.8pp | 73.4%+10.6pp | 68.1%+16.0pp |
| Annual return | 0.59% | 2.11%-1.5pp | 2268.06%-2267.5pp | 4.54%-4.0pp |
| Employer contribution / active EE | $677 | $1,920-64.7% | $2,787-75.7% | $1,882-64.0% |
| Participant deferral / active EE | $3,334 | $2,498+33.5% | $3,583-6.9% | $3,022+10.3% |
| Admin fee / account holder | $85 | $493-82.7% | $4,882-98.3% | $592-85.6% |