Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER Service code 28 | Investment Management | $306 |
Filed as: GREAT-WEST LIFE & ANNUITY COMPANY Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $38,107 | $64,909-41.3% | $82,312-53.7% | $62,293-38.8% |
| Participation rate | 96.3% | 74.9%+21.4pp | 76.9%+19.4pp | 69.5%+26.7pp |
| Annual return | 9.69% | 21.18%-11.5pp | 25.88%-16.2pp | 28.90%-19.2pp |
| Employer contribution / active EE | $338 | $1,676-79.8% | $2,428-86.1% | $2,042-83.4% |
| Participant deferral / active EE | $1,844 | $3,103-40.6% | $3,706-50.2% | $3,169-41.8% |
| Admin fee / account holder | $21 | $440-95.3% | $5,608-99.6% | $479-95.7% |