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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 | $25,814 |
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,625 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $34,082 | $41,317-17.5% | $85,969-60.4% | $55,191-38.2% |
| Participation rate | 39.2% | 54.5%-15.2pp | 76.5%-37.3pp | 69.2%-29.9pp |
| Annual return | 1.03% | 3.93%-2.9pp | 9.32%-8.3pp | 10.78%-9.7pp |
| Employer contribution / active EE | $348 | $1,198-71.0% | $3,474-90.0% | $1,899-81.7% |
| Participant deferral / active EE | $1,642 | $1,914-14.2% | $3,829-57.1% | $3,046-46.1% |
| Admin fee / account holder | $134 | $97+38.6% | $6,053-97.8% | $91+48.0% |