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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 | $4,225 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $218 |
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 | $18,639 | $100,060-81.4% | $149,721-87.6% | $70,126-73.4% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 15.30% | 27.46%-12.2pp | 1501.67%-1486.4pp | 73.15%-57.9pp |
| Employer contribution / active EE | $1,668 | $3,661-54.5% | $5,444-69.4% | $2,343-28.8% |
| Participant deferral / active EE | $806 | $4,982-83.8% | $6,568-87.7% | $3,332-75.8% |
| Admin fee / account holder | $34 | $8,285-99.6% | $11,282-99.7% | $4,645-99.3% |