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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,991 |
Filed as: GREAT-WEST LIFE & ANNUITY COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,652 | $54,320+8.0% | $67,652-13.3% | $52,331+12.1% |
| Participation rate | 95.4% | 73.6%+21.8pp | 75.7%+19.7pp | 68.1%+27.3pp |
| Annual return | -1.79% | 6.81%-8.6pp | 6625.40%-6627.2pp | 4.54%-6.3pp |
| Employer contribution / active EE | $666 | $1,544-56.9% | $2,266-70.6% | $1,882-64.6% |
| Participant deferral / active EE | $6,183 | $2,950+109.6% | $3,560+73.7% | $3,022+104.6% |
| Admin fee / account holder | $19 | $527-96.4% | $4,821-99.6% | $592-96.8% |