Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT-WEST LIFE & ANNUITY COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $420 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $188 |
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 | $84,903 | $56,640+49.9% | $78,002+8.8% | $55,167+53.9% |
| Participation rate | 77.3% | 73.3%+4.0pp | 75.5%+1.8pp | 69.0%+8.3pp |
| Annual return | 9.44% | 2868.48%-2859.0pp | 425.99%-416.6pp | 169.23%-159.8pp |
| Employer contribution / active EE | $1,799 | $1,724+4.4% | $2,470-27.2% | $1,963-8.3% |
| Participant deferral / active EE | $3,387 | $2,778+21.9% | $3,497-3.2% | $3,054+10.9% |
| Admin fee / account holder | $3 | $467-99.3% | $5,481-99.9% | $504-99.3% |