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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ADVISED ASSETS GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $46,754 |
Filed as: GREAT-WEST LIFE & ANNUITY INS. Service code 64 · EIN 84-0467907 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,716 |
CHARLES SCHWAB & CO., INC.4 years Service code 59 | Shareholder Servicing | $0 |
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 | $184,178 | $88,122+109.0% | $141,177+30.5% | $67,579+172.5% |
| Participation rate | 85.1% | 76.5%+8.6pp | 82.5%+2.6pp | 71.3%+13.8pp |
| Annual return | 24.85% | 75.40%-50.6pp | 71.40%-46.6pp | 378.56%-353.7pp |
| Employer contribution / active EE | $3,629 | $3,224+12.5% | $4,736-23.4% | $2,148+69.0% |
| Participant deferral / active EE | $7,233 | $5,958+21.4% | $6,710+7.8% | $3,539+104.4% |
| Admin fee / account holder | $58 | $131-55.8% | $10,263-99.4% | $142-59.4% |