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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT WEST LIFE & ANNUITY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,973 |
Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $1,475 |
LPL FINANCIAL3+ years Filed as: LPL FINANCIAL LLC Service code 27 PO BOX 509026 · SAN DIEGO, CA 92150 | Advisory (Plan) | $763 |
Filed as: EMPOWER RETIREMENT SERVICES Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $12 |
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 | $23,399 | $55,453-57.8% | $170,435-86.3% | $62,293-62.4% |
| Participation rate | 100.0% | 66.4%+33.6pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 16.99% | 21.38%-4.4pp | 205.94%-189.0pp | 28.90%-11.9pp |
| Employer contribution / active EE | $1,028 | $2,164-52.5% | $5,432-81.1% | $2,042-49.7% |
| Participant deferral / active EE | $1,572 | $2,303-31.8% | $4,939-68.2% | $3,169-50.4% |
| Admin fee / account holder | $36 | $455-92.1% | $13,881-99.7% | $479-92.5% |