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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT-WEST LIFE & ANNUITY INS CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $21,650 |
LPL FINANCIAL2 years Service code 27 PO BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Plan) | $7,255 |
Service code 13 88 BOYD AVE · EAST PROVIDENCE, RI 02914 | Contract Administrator | $2,901 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $38,709 | $47,977-19.3% | $154,114-74.9% | $56,287-31.2% |
| Participation rate | 48.8% | 66.2%-17.4pp | 83.0%-34.2pp | 69.9%-21.0pp |
| Annual return | -1.40% | 3.54%-4.9pp | 735.16%-736.6pp | -9.96%+8.6pp |
| Employer contribution / active EE | $576 | $2,169-73.4% | $5,298-89.1% | $2,111-72.7% |
| Participant deferral / active EE | $1,955 | $2,392-18.3% | $5,081-61.5% | $3,350-41.6% |
| Admin fee / account holder | $291 | $438-33.7% | $13,411-97.8% | $521-44.2% |