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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 | $36,478 |
Service code 13 4560 VIA ROYALE, SUITE 4A · FORT MYERS, FL 33919 | Contract Administrator | $11,410 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $324 |
TD AMERITRADE, INC.2 years Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $79 |
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 | $42,524 | $46,173-7.9% | $170,435-75.0% | $69,631-38.9% |
| Participation rate | 88.5% | 63.9%+24.6pp | 83.6%+4.9pp | 70.7%+17.8pp |
| Annual return | 16.43% | 21.62%-5.2pp | 205.94%-189.5pp | 27571.02%-27554.6pp |
| Employer contribution / active EE | $966 | $1,610-40.0% | $5,432-82.2% | $2,032-52.5% |
| Participant deferral / active EE | $3,138 | $2,080+50.8% | $4,939-36.5% | $3,224-2.7% |
| Admin fee / account holder | $10 | $116-91.8% | $13,881-99.9% | $110-91.4% |