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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 | $6,891 |
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 | $73,321 | $64,909+13.0% | $82,312-10.9% | $62,293+17.7% |
| Participation rate | 95.3% | 74.9%+20.4pp | 76.9%+18.4pp | 69.5%+25.8pp |
| Annual return | 17.42% | 21.18%-3.8pp | 25.88%-8.5pp | 28.90%-11.5pp |
| Employer contribution / active EE | $742 | $1,676-55.7% | $2,428-69.4% | $2,042-63.7% |
| Participant deferral / active EE | $6,986 | $3,103+125.1% | $3,706+88.5% | $3,169+120.4% |
| Admin fee / account holder | $26 | $440-94.1% | $5,608-99.5% | $479-94.6% |