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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,585 |
Filed as: GREAT-WEST LIFE & ANNUITY COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $720 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $77,552 | $52,884+46.6% | $84,753-8.5% | $55,167+40.6% |
| Participation rate | 91.6% | 67.5%+24.1pp | 76.6%+15.0pp | 69.0%+22.6pp |
| Annual return | 7.31% | 18.03%-10.7pp | 22.78%-15.5pp | 169.23%-161.9pp |
| Employer contribution / active EE | $3,044 | $2,233+36.3% | $3,574-14.8% | $1,963+55.1% |
| Participant deferral / active EE | $7,629 | $2,644+188.6% | $3,712+105.5% | $3,054+149.8% |
| Admin fee / account holder | $38 | $581-93.5% | $5,333-99.3% | $504-92.5% |