Filed March 19, 2024 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT-WEST LIFE & ANNUITY INC CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $108,501 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $20,230 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,699 | $67,512-53.0% | $185,823-82.9% | $93,030-65.9% |
| Participation rate | 83.3% | 67.1%+16.1pp | 81.7%+1.6pp | 73.9%+9.4pp |
| Annual return | 12.75% | 21.04%-8.3pp | 122.05%-109.3pp | 158.70%-145.9pp |
| Employer contribution / active EE | $2,112 | $1,783+18.4% | $5,167-59.1% | $2,706-21.9% |
| Participant deferral / active EE | $0 | $3,035-100.0% | $5,568-100.0% | $4,562-100.0% |
| Admin fee / account holder | $58 | $318-81.9% | $16,237-99.6% | $152-62.0% |