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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 29 SAWYER ROAD · WALTHAM, MA 02453 | Advisory (Plan) | $19,593 |
Service code 13 300 BALLARDVALE STREET · WILMINGTON, MA 01887 | Contract Administrator | $13,133 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,397 | $65,125-56.4% | $143,797-80.3% | $66,949-57.6% |
| Participation rate | 71.7% | 65.2%+6.5pp | 80.3%-8.6pp | 69.8%+1.9pp |
| Annual return | -13.69% | -11.13%-2.6pp | -0.04%-13.6pp | 1.57%-15.3pp |
| Employer contribution / active EE | $1,667 | $2,362-29.4% | $4,952-66.3% | $2,545-34.5% |
| Participant deferral / active EE | $1,456 | $2,920-50.2% | $5,638-74.2% | $4,239-65.7% |
| Admin fee / account holder | $237 | $503-52.9% | $14,679-98.4% | $594-60.1% |