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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 | $2,369 |
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 | $78,088 | $64,909+20.3% | $82,312-5.1% | $62,293+25.4% |
| Participation rate | 96.8% | 74.9%+21.9pp | 76.9%+19.9pp | 69.5%+27.3pp |
| Annual return | 17.09% | 21.18%-4.1pp | 25.88%-8.8pp | 28.90%-11.8pp |
| Employer contribution / active EE | $1,793 | $1,676+7.0% | $2,428-26.1% | $2,042-12.2% |
| Participant deferral / active EE | $5,078 | $3,103+63.6% | $3,706+37.0% | $3,169+60.2% |
| Admin fee / account holder | $12 | $440-97.3% | $5,608-99.8% | $479-97.5% |