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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT-WEST LIFE & ANNUITY INS CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $34,899 |
GARCIA WEALTH MANAGEMENT GROUP2+ years Service code 27 613 S. MAIN ST · TEMPLETON, CA 93465 | Advisory (Plan) | $13,895 |
PENSYS, INC.2+ years Service code 13 2440 PROFESSIONAL DR · ROSEVILLE, CA 95661 | Contract Administrator | $12,667 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,435 |
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 | $38,550 | $50,643-23.9% | $106,619-63.8% | $55,167-30.1% |
| Participation rate | 99.2% | 65.6%+33.7pp | 78.0%+21.2pp | 69.0%+30.2pp |
| Annual return | 6.67% | 7.02%-0.3pp | 9.42%-2.8pp | 169.23%-162.6pp |
| Employer contribution / active EE | $0 | $1,626-100.0% | $3,947-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $1,227 | $2,208-44.4% | $3,930-68.8% | $3,054-59.8% |
| Admin fee / account holder | $269 | $488-44.8% | $6,418-95.8% | $504-46.5% |