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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,477 |
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 | $69,159 | $60,165+14.9% | $74,184-6.8% | $55,167+25.4% |
| Participation rate | 97.4% | 74.2%+23.3pp | 76.6%+20.8pp | 69.0%+28.4pp |
| Annual return | 8.38% | 10.00%-1.6pp | 17.74%-9.4pp | 169.23%-160.8pp |
| Employer contribution / active EE | $1,794 | $1,600+12.2% | $2,370-24.3% | $1,963-8.6% |
| Participant deferral / active EE | $4,957 | $2,973+66.8% | $3,550+39.6% | $3,054+62.3% |
| Admin fee / account holder | $8 | $419-98.1% | $5,586-99.9% | $504-98.4% |