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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 | $14,912 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $950 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $8,817 | $31,388-71.9% | $73,550-88.0% | $62,293-85.8% |
| Participation rate | 89.4% | 39.9%+49.6pp | 54.9%+34.5pp | 69.5%+19.9pp |
| Annual return | 9.81% | 25.34%-15.5pp | -15.16%+25.0pp | 28.90%-19.1pp |
| Employer contribution / active EE | $264 | $498-46.9% | $1,219-78.3% | $2,042-87.1% |
| Participant deferral / active EE | $1,457 | $1,028+41.7% | $1,804-19.3% | $3,169-54.0% |
| Admin fee / account holder | $48 | $299-84.0% | $2,320-97.9% | $479-90.0% |