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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT-WEST LIFE & ANNUITY INS. CO. Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $50,031 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $33,810 |
Filed as: KRAVITZ, INC. Service code 17 16030 VENTURA BOULVARD, SUITE 200 · ENCINO, CA 91436 | Pension Consulting | $15,986 |
KPLANS, INC.2+ years Service code 27 16030 VENTURA BLVD. SUITE 200 · ENCINO, CA 91436 | Advisory (Plan) | $3,203 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,630 | $155,795-24.5% | $136,294-13.7% | $69,631+68.9% |
| Participation rate | 95.5% | 75.2%+20.2pp | 81.9%+13.6pp | 70.7%+24.8pp |
| Annual return | 14.05% | 232464.33%-232450.3pp | 5155.94%-5141.9pp | 27571.02%-27557.0pp |
| Employer contribution / active EE | $1,310 | $2,991-56.2% | $4,695-72.1% | $2,032-35.6% |
| Participant deferral / active EE | $8,903 | $5,394+65.1% | $6,247+42.5% | $3,224+176.2% |
| Admin fee / account holder | $184 | $128+43.1% | $9,243-98.0% | $110+66.2% |