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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 | $4,337 |
Filed as: GREAT-WEST LIFE & ANNUITY COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,491 | $60,165+3.9% | $74,184-15.8% | $55,167+13.3% |
| Participation rate | 93.1% | 74.2%+18.9pp | 76.6%+16.5pp | 69.0%+24.1pp |
| Annual return | 11.88% | 10.00%+1.9pp | 17.74%-5.9pp | 169.23%-157.3pp |
| Employer contribution / active EE | $665 | $1,600-58.4% | $2,370-71.9% | $1,963-66.1% |
| Participant deferral / active EE | $6,167 | $2,973+107.5% | $3,550+73.7% | $3,054+101.9% |
| Admin fee / account holder | $16 | $419-96.1% | $5,586-99.7% | $504-96.7% |