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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $18,051 |
Filed as: GREAT-WEST LIFE & ANNUITY COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
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 | $72,639 | $66,813+8.7% | $100,516-27.7% | $73,488-1.2% |
| Participation rate | 94.5% | 77.5%+17.0pp | 79.4%+15.1pp | 70.7%+23.8pp |
| Annual return | 12.43% | 25.70%-13.3pp | 30.89%-18.5pp | 28.51%-16.1pp |
| Employer contribution / active EE | $1,495 | $2,147-30.3% | $3,418-56.2% | $2,270-34.1% |
| Participant deferral / active EE | $5,451 | $5,883-7.3% | $6,270-13.1% | $3,740+45.8% |
| Admin fee / account holder | $48 | $512-90.6% | $8,081-99.4% | $513-90.6% |