Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,329 |
Filed as: GREAT-WEST LIFE & ANNUITY COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,433 | $35,485+53.4% | $74,551-27.0% | $55,725-2.3% |
| Participation rate | 61.8% | 62.5%-0.7pp | 69.1%-7.3pp | 70.9%-9.0pp |
| Annual return | -6.42% | 0.72%-7.1pp | 32.53%-39.0pp | 244.93%-251.4pp |
| Employer contribution / active EE | $0 | $777-100.0% | $1,961-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $1,185 | $2,181-45.6% | $3,108-61.9% | $3,356-64.7% |
| Admin fee / account holder | $4 | $114-96.8% | $5,059-99.9% | $115-96.8% |