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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 | $24,244 |
Service code 13 4560 VIA ROYALE, SUITE 4A · FORT MYERS, FL 33919 | Contract Administrator | $20,818 |
TD AMERITRADE, INC.1 year Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $180 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $103 |
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 | $39,677 | $36,916+7.5% | $156,551-74.7% | $57,658-31.2% |
| Participation rate | 86.7% | 63.4%+23.2pp | 84.0%+2.7pp | 70.2%+16.4pp |
| Annual return | 7.08% | 12.38%-5.3pp | 32.23%-25.1pp | 5.13%+1.9pp |
| Employer contribution / active EE | $1,068 | $1,571-32.0% | $5,501-80.6% | $1,974-45.9% |
| Participant deferral / active EE | $3,296 | $1,926+71.2% | $4,871-32.3% | $3,061+7.7% |
| Admin fee / account holder | $0 | $82-100.0% | $13,028-100.0% | $95-100.0% |