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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 | $39,537 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,556 |
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 | $71,611 | $50,637+41.4% | $86,582-17.3% | $62,293+15.0% |
| Participation rate | 80.2% | 67.9%+12.3pp | 73.5%+6.6pp | 69.5%+10.7pp |
| Annual return | 20.37% | 20.80%-0.4pp | 965.08%-944.7pp | 28.90%-8.5pp |
| Employer contribution / active EE | $928 | $2,075-55.3% | $2,839-67.3% | $2,042-54.6% |
| Participant deferral / active EE | $3,767 | $2,611+44.3% | $3,609+4.4% | $3,169+18.9% |
| Admin fee / account holder | $204 | $413-50.6% | $4,904-95.8% | $479-57.4% |