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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 | $2,395 |
PENSIONMARK FINANCIAL GROUP LLC1+ years Service code 27 24 E COTA ST STE 200 · SANTA BARBARA, CA 93101 | Advisory (Plan) | $828 |
Filed as: GREAT-WEST LIFE & ANNUITY COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $175 |
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 | $28,448 | $57,352-50.4% | $83,831-66.1% | $64,173-55.7% |
| Participation rate | 98.9% | 68.6%+30.3pp | 76.1%+22.8pp | 69.6%+29.4pp |
| Annual return | -7.00% | 11.38%-18.4pp | 850.99%-858.0pp | 7.63%-14.6pp |
| Employer contribution / active EE | $5,451 | $2,546+114.1% | $3,631+50.1% | $2,381+129.0% |
| Participant deferral / active EE | $3,662 | $2,993+22.3% | $4,082-10.3% | $3,470+5.5% |
| Admin fee / account holder | $9 | $4,046-99.8% | $5,479-99.8% | $4,887-99.8% |