Filed June 5, 2025
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT-WEST LIFE & ANNUITY Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $40,171 |
MORGAN STANLEY SMITH BARNEY3 years Service code 49 1 NEW YORK PLAZA FL 12 · NEW YORK, NY 10004 | Other Services | $28,923 |
Filed as: EMPOWER ADVISORY Service code 28 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CA 80111 | Investment Management | $11,492 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,578 | $52,293-68.3% | $178,490-90.7% | $73,409-77.4% |
| Participation rate | 92.4% | 65.3%+27.1pp | 81.9%+10.5pp | 72.2%+20.3pp |
| Annual return | 9.43% | 34.75%-25.3pp | 151.07%-141.6pp | 59.29%-49.9pp |
| Employer contribution / active EE | $1,568 | $1,735-9.7% | $5,011-68.7% | $2,234-29.8% |
| Participant deferral / active EE | $0 | $2,332-100.0% | $5,202-100.0% | $3,805-100.0% |
| Admin fee / account holder | $92 | $127-27.8% | $13,984-99.3% | $158-41.8% |