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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 | $61,753 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $11,427 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $251,776 | $52,884+376.1% | $84,753+197.1% | $55,167+356.4% |
| Participation rate | 93.6% | 67.5%+26.1pp | 76.6%+17.0pp | 69.0%+24.6pp |
| Annual return | 7.98% | 18.03%-10.0pp | 22.78%-14.8pp | 169.23%-161.2pp |
| Employer contribution / active EE | $10,933 | $2,233+389.5% | $3,574+205.9% | $1,963+457.1% |
| Participant deferral / active EE | $9,159 | $2,644+246.4% | $3,712+146.8% | $3,054+199.9% |
| Admin fee / account holder | $433 | $581-25.4% | $5,333-91.9% | $504-14.1% |