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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 | $8,373 |
JOHNSON BANK1 year Filed as: JOHNSON FINANCIAL GROUP Service code 15 · EIN 39-1141446 | Recordkeeping | $3,312 |
Filed as: GREAT-WEST LIFE & ANNUITY COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $270 |
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 | $131,409 | $77,817+68.9% | $123,553+6.4% | $64,173+104.8% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -4.85% | 12.49%-17.3pp | 119.21%-124.1pp | 7.63%-12.5pp |
| Employer contribution / active EE | $7,958 | $3,014+164.0% | $4,628+72.0% | $2,381+234.3% |
| Participant deferral / active EE | $6,893 | $5,240+31.5% | $6,426+7.3% | $3,470+98.7% |
| Admin fee / account holder | $85 | $5,519-98.5% | $9,284-99.1% | $4,887-98.3% |