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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 | $12,396 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $5,047 |
Filed as: GREAT WEST LIFE AND ANNUITY COMPANY Service code 49 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Other Services | $31 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $56,226 | $63,905-12.0% | $74,184-24.2% | $57,658-2.5% |
| Participation rate | 59.4% | 79.8%-20.3pp | 76.6%-17.2pp | 70.2%-10.8pp |
| Annual return | 17.83% | 60.60%-42.8pp | 17.74%+0.1pp | 5.13%+12.7pp |
| Employer contribution / active EE | $1,023 | $1,840-44.4% | $2,370-56.8% | $1,974-48.1% |
| Participant deferral / active EE | $2,788 | $3,448-19.1% | $3,550-21.5% | $3,061-8.9% |
| Admin fee / account holder | $89 | $91-2.1% | $5,586-98.4% | $95-5.7% |