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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 | $11,888 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $854 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $13,036 | $28,109-53.6% | $71,089-81.7% | $56,289-76.8% |
| Participation rate | 85.8% | 40.4%+45.4pp | 54.6%+31.2pp | 69.9%+16.0pp |
| Annual return | -5.46% | -615.05%+609.6pp | 650.65%-656.1pp | -9.96%+4.5pp |
| Employer contribution / active EE | $255 | $558-54.2% | $1,088-76.5% | $2,111-87.9% |
| Participant deferral / active EE | $1,515 | $1,116+35.8% | $1,873-19.1% | $3,350-54.8% |
| Admin fee / account holder | $70 | $585-88.1% | $3,082-97.7% | $521-86.6% |