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: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,182 |
Filed as: GREAT-WEST LIFE & ANNUITY COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $73,584 | $59,191+24.3% | $76,767-4.1% | $56,289+30.7% |
| Participation rate | 95.0% | 75.2%+19.8pp | 77.0%+18.1pp | 69.9%+25.2pp |
| Annual return | -6.13% | 6.62%-12.8pp | 2.43%-8.6pp | -9.96%+3.8pp |
| Employer contribution / active EE | $1,700 | $1,759-3.4% | $2,485-31.6% | $2,111-19.5% |
| Participant deferral / active EE | $5,752 | $3,255+76.7% | $3,852+49.3% | $3,350+71.7% |
| Admin fee / account holder | $16 | $489-96.7% | $6,675-99.8% | $521-96.9% |