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| Provider | Service type | Compensation |
|---|---|---|
EVEREN SECURITIES INC2+ years Filed as: EVEREN SECURITIES, INC. Service code 55 10700 WHEAT FIRST DRIVE · GLEN ALLEN, VA 23060 | Other Commissions | $15,073 |
GRANT THORNTON LLP2+ years Filed as: GRANT THORNTON Service code 10 33562 TREASURY CENTER · CHICAGO, IL 606943500 | Accounting | $11,500 |
PASI, LLC2+ years Service code 13 231 FARMINGTON AVENUE · FARMINGTON, CT 06032 | Contract Administrator | $9,408 |
Filed as: GREAT-WEST LIFE & ANNUITY COMPANY Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,798 |
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 | $43,349 | $32,425+33.7% | $74,577-41.9% | $55,167-21.4% |
| Participation rate | 74.4% | 54.0%+20.4pp | 68.1%+6.3pp | 69.0%+5.5pp |
| Annual return | 7.63% | 10.63%-3.0pp | 20.47%-12.8pp | 169.23%-161.6pp |
| Employer contribution / active EE | $522 | $1,043-50.0% | $2,525-79.3% | $1,963-73.4% |
| Participant deferral / active EE | $2,623 | $1,995+31.5% | $3,458-24.1% | $3,054-14.1% |
| Admin fee / account holder | $6 | $748-99.2% | $4,138-99.9% | $504-98.8% |