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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT WEST LIFE & ANNUITY CO Service code 64 8515 E ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $33,168 |
DA DAVIDSON & CO4+ years Service code 55 8 THIRD ST NORTH · GREAT FALLS, MT 59401 | Other Commissions | $13,924 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $556 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,793 | $47,977-29.6% | $154,107-78.1% | $56,287-40.0% |
| Participation rate | 72.3% | 66.2%+6.1pp | 83.0%-10.8pp | 69.9%+2.4pp |
| Annual return | -6.40% | 3.54%-9.9pp | 735.12%-741.5pp | -9.96%+3.6pp |
| Employer contribution / active EE | $1,926 | $2,169-11.2% | $5,298-63.7% | $2,111-8.8% |
| Participant deferral / active EE | $2,065 | $2,392-13.7% | $5,081-59.4% | $3,350-38.4% |
| Admin fee / account holder | $128 | $438-70.7% | $13,411-99.0% | $521-75.4% |