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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 | $38,891 |
Filed as: CAMBRIDGE INVESTMENT RESEARCH INC. Service code 27 1776 PLEASANT PLAIN ROAD · FAIRFIELD, IA 52556 | Advisory (Plan) | $11,555 |
R-TECH CONSULTANTS, INC.2+ years Service code 13 21331 COSTANSO ST. · WOODLAND HILLS, CA 91364 | Contract Administrator | $8,815 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,085 |
Employer 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 | $46,654 | $50,106-6.9% | $69,779-33.1% | $57,658-19.1% |
| Participation rate | 70.0% | 70.9%-0.8pp | 71.8%-1.8pp | 70.2%-0.2pp |
| Annual return | 6.08% | 14.58%-8.5pp | 12.99%-6.9pp | 5.13%+0.9pp |
| Employer contribution / active EE | $302 | $1,739-82.6% | $2,338-87.1% | $1,974-84.7% |
| Participant deferral / active EE | $1,968 | $2,486-20.8% | $2,931-32.9% | $3,061-35.7% |
| Admin fee / account holder | $190 | $89+113.1% | $4,381-95.7% | $95+101.0% |