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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 | $58,977 |
Filed as: CAMBRIDGE INVESTMENT RESEARCH INC. Service code 27 1776 PLEASANT PLAIN ROAD · FAIRFIELD, IA 52556 | Advisory (Plan) | $13,280 |
R-TECH CONSULTANTS, INC.3+ years Service code 13 21331 COSTANSO ST. · WOODLAND HILLS, CA 91364 | Contract Administrator | $10,187 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,390 |
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 | $54,646 | $53,925+1.3% | $75,501-27.6% | $69,631-21.5% |
| Participation rate | 70.1% | 71.2%-1.1pp | 72.4%-2.3pp | 70.7%-0.6pp |
| Annual return | 16.99% | 17.84%-0.8pp | 27.35%-10.4pp | 27571.02%-27554.0pp |
| Employer contribution / active EE | $353 | $1,802-80.4% | $2,352-85.0% | $2,032-82.6% |
| Participant deferral / active EE | $2,386 | $2,569-7.1% | $3,142-24.1% | $3,224-26.0% |
| Admin fee / account holder | $263 | $97+170.5% | $5,801-95.5% | $110+137.8% |