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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 | $908 |
Filed as: GREAT-WEST LIFE & ANNUITY COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $612 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $42,026 | $77,638-45.9% | $156,551-73.2% | $62,881-33.2% |
| Participation rate | 51.0% | 71.2%-20.2pp | 84.0%-33.0pp | 69.3%-18.3pp |
| Annual return | 8.00% | 50.33%-42.3pp | 32.23%-24.2pp | 20.14%-12.1pp |
| Employer contribution / active EE | $717 | $3,444-79.2% | $5,501-87.0% | $2,281-68.5% |
| Participant deferral / active EE | $1,225 | $3,046-59.8% | $4,871-74.8% | $3,203-61.7% |
| Admin fee / account holder | $19 | $5,561-99.7% | $13,028-99.9% | $4,296-99.6% |