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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT-WEST LIFE & ANNUITY COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $4,114 |
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $83 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $15,901 | $82,028-80.6% | $123,105-87.1% | $59,633-73.3% |
| Participation rate | 100.0% | 83.2%+16.8pp | 86.8%+13.2pp | 68.7%+31.3pp |
| Annual return | -1.43% | 5.12%-6.5pp | 13.22%-14.6pp | 2041.45%-2042.9pp |
| Employer contribution / active EE | $1,660 | $3,297-49.7% | $5,151-67.8% | $2,203-24.6% |
| Participant deferral / active EE | $742 | $4,667-84.1% | $6,229-88.1% | $3,192-76.8% |
| Admin fee / account holder | $33 | $5,879-99.4% | $9,014-99.6% | $4,297-99.2% |