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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 64 · EIN 84-0467907 8518 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $11,159 |
LPL FINANCIAL2 years Filed as: KMS FINANCIAL SERVICES Service code 55 2001 SIXTH AVE STE 2801 · SEATTLE, WA 98121 | Other Commissions | $9,546 |
Service code 13 · EIN 33-1087673 6701 N COUNTRY HOMES BLVD, STE 100 · SPOKANE, WA 99208 | Contract Administrator | $1,392 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,222 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $44,516 | $36,767+21.1% | $81,478-45.4% | $62,293-28.5% |
| Participation rate | 49.5% | 54.4%-4.9pp | 68.0%-18.4pp | 69.5%-20.0pp |
| Annual return | 27.64% | 173.80%-146.2pp | 38.78%-11.1pp | 28.90%-1.3pp |
| Employer contribution / active EE | $1,411 | $1,128+25.0% | $2,568-45.1% | $2,042-30.9% |
| Participant deferral / active EE | $1,979 | $2,111-6.3% | $3,537-44.1% | $3,169-37.6% |
| Admin fee / account holder | $163 | $797-79.6% | $4,561-96.4% | $479-66.0% |