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| Provider | Service type | Compensation |
|---|---|---|
JANNEY MONTGOMERY SCOTT LLC2 years Service code 55 1717 ARCH STREET · PHILADELPHIA, PA 19103 | Other Commissions | $20,184 |
PASI, LLC4+ years Service code 13 10 TALCOTT NOTCH ROAD · FARMINGTON, CT 06032 | Contract Administrator | $11,878 |
Filed as: GREAT-WEST LIFE & ANNUITY COMPANY Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,069 |
GRANT THORNTON LLP2 years Service code 10 33562 TREASURY CENTER · CHICAGO, IL 606943500 | Accounting | $2,875 |
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 | $40,620 | $33,067+22.8% | $76,523-46.9% | $56,287-27.8% |
| Participation rate | 77.1% | 55.4%+21.7pp | 68.0%+9.1pp | 69.9%+7.3pp |
| Annual return | -2.96% | 2.72%-5.7pp | -0.27%-2.7pp | -9.96%+7.0pp |
| Employer contribution / active EE | $592 | $1,200-50.7% | $2,647-77.6% | $2,111-72.0% |
| Participant deferral / active EE | $2,867 | $2,240+28.0% | $3,835-25.3% | $3,350-14.4% |
| Admin fee / account holder | $35 | $537-93.5% | $4,848-99.3% | $521-93.3% |