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: GREAT-WEST LIFE & ANNUITY COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $35,083 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,038 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $31,126 | $46,761-33.4% | $106,619-70.8% | $57,658-46.0% |
| Participation rate | 39.0% | 56.9%-17.9pp | 78.0%-39.0pp | 70.2%-31.2pp |
| Annual return | 7.99% | 15.77%-7.8pp | 9.42%-1.4pp | 5.13%+2.9pp |
| Employer contribution / active EE | $348 | $1,274-72.7% | $3,947-91.2% | $1,974-82.4% |
| Participant deferral / active EE | $1,439 | $1,954-26.4% | $3,930-63.4% | $3,061-53.0% |
| Admin fee / account holder | $146 | $97+51.3% | $6,418-97.7% | $95+54.9% |