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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT-WEST LIFE & ANNUITY COMPANY Service code 10 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Accounting | $48,216 |
Service code 55 | Other Commissions | $20,815 |
FILOMENO & COMPANY, PC4+ years Service code 10 · EIN 06-0934773 80 SOUTH MAIN STREET · WEST HARTFORD, CT 06107 | Accounting | $11,500 |
PASI, LLC4+ years Filed as: PASI LLC Service code 13 | Contract Administrator | $10,059 |
PASI, LLC4+ years Service code 13 · EIN 06-0934773 231 FARMINGTON AVE. · FARMINGTON, CT 06032 | Contract Administrator | $2,040 |
JANNEY MONTGOMERY SCOTT LLC2 years Filed as: JANNEY MONTGOMERY SCOTT, LLC Service code 55 1717 ARCH ST · PHILADELPHIA, PA 19103 | Other Commissions | $0 |
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 | $47,059 | $35,485+32.6% | $74,552-36.9% | $55,725-15.6% |
| Participation rate | 61.7% | 62.5%-0.8pp | 69.1%-7.4pp | 70.9%-9.1pp |
| Annual return | -4.11% | 0.72%-4.8pp | 32.53%-36.6pp | 244.93%-249.0pp |
| Employer contribution / active EE | $0 | $777-100.0% | $1,961-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $1,232 | $2,181-43.5% | $3,108-60.4% | $3,356-63.3% |
| Admin fee / account holder | $195 | $114+70.8% | $5,060-96.1% | $115+69.5% |