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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 | $4,748 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $408 |
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 | $97,717 | $63,314+54.3% | $91,004+7.4% | $62,293+56.9% |
| Participation rate | 80.5% | 73.3%+7.2pp | 75.6%+4.9pp | 69.5%+11.0pp |
| Annual return | 15.67% | 21.00%-5.3pp | 4.60%+11.1pp | 28.90%-13.2pp |
| Employer contribution / active EE | $1,896 | $1,807+4.9% | $2,456-22.8% | $2,042-7.2% |
| Participant deferral / active EE | $3,509 | $2,944+19.2% | $3,548-1.1% | $3,169+10.7% |
| Admin fee / account holder | $29 | $468-93.7% | $5,417-99.5% | $479-93.9% |