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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 | $13,973 |
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $686 |
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 | $11,056 | $22,714-51.3% | $59,496-81.4% | $55,191-80.0% |
| Participation rate | 79.7% | 37.5%+42.3pp | 54.6%+25.2pp | 69.2%+10.6pp |
| Annual return | -2.26% | -44.01%+41.7pp | 182.05%-184.3pp | 10.78%-13.0pp |
| Employer contribution / active EE | $156 | $418-62.7% | $1,153-86.5% | $1,899-91.8% |
| Participant deferral / active EE | $910 | $843+8.0% | $1,829-50.2% | $3,046-70.1% |
| Admin fee / account holder | $50 | $83-40.4% | $2,232-97.8% | $91-45.3% |