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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $9,931 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,014 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,847 | $43,236-88.8% | $82,763-94.1% | $77,906-93.8% |
| Participation rate | 84.1% | 64.2%+19.9pp | 72.6%+11.5pp | 73.7%+10.4pp |
| Annual return | -7.21% | 2.40%-9.6pp | 702.45%-709.7pp | 12.16%-19.4pp |
| Employer contribution / active EE | $1,217 | $1,924-36.8% | $3,008-59.5% | $2,846-57.2% |
| Participant deferral / active EE | $869 | $3,069-71.7% | $4,395-80.2% | $4,805-81.9% |
| Admin fee / account holder | $8 | $102-92.6% | $5,325-99.9% | $133-94.3% |