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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $14,553 |
PIB INSURANCE SERVICES, INC.3 years Service code 99 ARROYO INSURANCE SE · SHERMAN OAKS, CA 91423 | Other Fees | $7,006 |
Filed as: GREAT-WEST LIFE ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,950 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,038 | $42,548+52.9% | $74,552-12.8% | $56,287+15.5% |
| Participation rate | 55.3% | 60.5%-5.2pp | 69.1%-13.8pp | 69.9%-14.5pp |
| Annual return | -6.96% | 12.40%-19.4pp | 32.53%-39.5pp | -9.96%+3.0pp |
| Employer contribution / active EE | $0 | $855-100.0% | $1,961-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $2,274 | $2,277-0.1% | $3,108-26.8% | $3,350-32.1% |
| Admin fee / account holder | $117 | $467-74.9% | $5,060-97.7% | $521-77.5% |