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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD, CO 80111 | Recordkeeping Fees | $9,442 |
ACG ADVISORY SERVICES2 years Filed as: ACG ADVISORY SERVICES, INC. Service code 27 · EIN 54-1583006 1640 HUGUENOT ROAD · MIDLOTHIAN, VA 23113 | Advisory (Plan) | $9,270 |
ACTUARIAL BENEFITS CORP2 years Filed as: THE ACTUARIAL CONSULTING GROUP Service code 13 · EIN 54-1437648 1640 HUGUENOT ROAD · MIDLOTHIAN, VA 23113 | Contract Administrator | $8,405 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,158 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,595 | $84,499-66.2% | $125,391-77.2% | $66,949-57.3% |
| Participation rate | 77.0% | 76.4%+0.6pp | 82.4%-5.3pp | 69.8%+7.2pp |
| Annual return | -18.27% | -8.49%-9.8pp | 572.41%-590.7pp | 1.57%-19.8pp |
| Employer contribution / active EE | $2,206 | $3,554-37.9% | $4,816-54.2% | $2,545-13.3% |
| Participant deferral / active EE | $4,693 | $6,785-30.8% | $7,448-37.0% | $4,239+10.7% |
| Admin fee / account holder | $214 | $685-68.7% | $10,009-97.9% | $594-63.9% |