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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,056 |
Filed as: GREAT-WEST LIFE & ANNUITY COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
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 | $62,558 | $54,320+15.2% | $67,652-7.5% | $52,331+19.5% |
| Participation rate | 98.3% | 73.6%+24.7pp | 75.7%+22.6pp | 68.1%+30.2pp |
| Annual return | -1.29% | 6.81%-8.1pp | 6625.40%-6626.7pp | 4.54%-5.8pp |
| Employer contribution / active EE | $1,737 | $1,544+12.5% | $2,266-23.3% | $1,882-7.7% |
| Participant deferral / active EE | $5,092 | $2,950+72.6% | $3,560+43.0% | $3,022+68.5% |
| Admin fee / account holder | $16 | $527-97.0% | $4,821-99.7% | $592-97.4% |