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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 | $41,263 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,714 |
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 | $62,156 | $43,423+43.1% | $78,676-21.0% | $55,167+12.7% |
| Participation rate | 82.5% | 68.0%+14.5pp | 73.6%+8.9pp | 69.0%+13.5pp |
| Annual return | 8.49% | 11.53%-3.0pp | 62.19%-53.7pp | 169.23%-160.7pp |
| Employer contribution / active EE | $904 | $1,997-54.7% | $2,850-68.3% | $1,963-53.9% |
| Participant deferral / active EE | $3,396 | $2,509+35.4% | $3,517-3.4% | $3,054+11.2% |
| Admin fee / account holder | $198 | $416-52.4% | $4,510-95.6% | $504-60.7% |