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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT WEST LIFE & ANNUITY CO Service code 64 8515 E. ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $28,473 |
DA DAVIDSON & CO1 year Filed as: DA DAVIDSON & CO. Service code 55 | Other Commissions | $27,188 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 E. ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $519 |
DA DAVIDSON & CO5+ years Service code 55 8 THRID STREET NORTH · GREAT FALLS, MT 59401 | Other Commissions | $0 |
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 | $30,556 | $62,928-51.4% | $172,739-82.3% | $67,579-54.8% |
| Participation rate | 74.9% | 64.5%+10.4pp | 82.6%-7.7pp | 71.3%+3.6pp |
| Annual return | 18.08% | 30.36%-12.3pp | 802.84%-784.8pp | 378.56%-360.5pp |
| Employer contribution / active EE | $1,731 | $1,636+5.8% | $5,143-66.3% | $2,148-19.4% |
| Participant deferral / active EE | $1,905 | $2,145-11.2% | $5,198-63.3% | $3,539-46.2% |
| Admin fee / account holder | $87 | $167-47.7% | $13,954-99.4% | $142-38.8% |