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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 15 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $15,312 |
Service code 13 8583 154TH AVE NE · REDMOND, WA 98052 | Contract Administrator | $13,510 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 26 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Advisory (Participants) | $8,549 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $60,048 | $58,726+2.2% | $92,240-34.9% | $62,293-3.6% |
| Participation rate | 56.6% | 68.3%-11.8pp | 76.5%-19.9pp | 69.5%-13.0pp |
| Annual return | 14.15% | 43.62%-29.5pp | 176.29%-162.1pp | 28.90%-14.7pp |
| Employer contribution / active EE | $10,541 | $2,392+340.7% | $3,680+186.5% | $2,042+416.2% |
| Participant deferral / active EE | $0 | $2,766-100.0% | $3,897-100.0% | $3,169-100.0% |
| Admin fee / account holder | $262 | $556-52.8% | $5,194-94.9% | $479-45.3% |