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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 | $3,860 |
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $133 |
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 | $16,914 | $87,834-80.7% | $133,975-87.4% | $62,881-73.1% |
| Participation rate | 97.8% | 83.4%+14.4pp | 87.1%+10.7pp | 69.3%+28.5pp |
| Annual return | 7.01% | 12.05%-5.0pp | 29.29%-22.3pp | 20.14%-13.1pp |
| Employer contribution / active EE | $1,674 | $3,482-51.9% | $5,211-67.9% | $2,281-26.6% |
| Participant deferral / active EE | $810 | $4,812-83.2% | $6,282-87.1% | $3,203-74.7% |
| Admin fee / account holder | $32 | $5,372-99.4% | $9,324-99.7% | $4,296-99.3% |