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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT-WEST LIFE INSURANCE COMPANY Service code 64 8515 E. ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $19,721 |
PASI, LLC1 year Service code 13 · EIN 26-1407927 | Contract Administrator | $7,303 |
MCSOLEY MCCOY & CO5+ years Service code 10 · EIN 03-0327374 | Accounting | $5,250 |
Participant contribution per participant 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 | $63,104 | $86,341-26.9% | $125,192-49.6% | $65,185-3.2% |
| Participation rate | 74.7% | 75.3%-0.6pp | 79.8%-5.0pp | 70.2%+4.5pp |
| Annual return | 24.21% | 27.44%-3.2pp | 43.79%-19.6pp | 29.38%-5.2pp |
| Employer contribution / active EE | $9,808 | $2,040+380.9% | $3,866+153.7% | $2,177+350.6% |
| Participant deferral / active EE | $978 | $3,538-72.4% | $4,937-80.2% | $3,514-72.2% |
| Admin fee / account holder | $84 | $609-86.2% | $9,704-99.1% | $847-90.1% |