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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 29 SAWYER ROAD · WALTHAM, MA 02453 | Advisory (Plan) | $12,727 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $11,507 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $30,125 | $52,967-43.1% | $172,753-82.6% | $65,186-53.8% |
| Participation rate | 82.5% | 66.2%+16.3pp | 82.6%-0.1pp | 70.2%+12.3pp |
| Annual return | 13.70% | 30.12%-16.4pp | 803.00%-789.3pp | 29.39%-15.7pp |
| Employer contribution / active EE | $1,765 | $2,190-19.4% | $5,144-65.7% | $2,177-18.9% |
| Participant deferral / active EE | $1,662 | $2,471-32.8% | $5,198-68.0% | $3,514-52.7% |
| Admin fee / account holder | $120 | $472-74.5% | $13,956-99.1% | $847-85.8% |