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| Provider | Service type | Compensation |
|---|---|---|
US BANCORP INVESTMENTS INC3+ years Service code 55 | Other Commissions | $23,675 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 15 8515 EAST ORCHARD RD. · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $16,470 |
Service code 15 25 MERCHANT ST. STE 135 · CINCINNATI, OH 45246 | Recordkeeping | $6,013 |
Service code 55 9785 TOWNE CENTRE DR · SAN DIEGO, CA 92121 | 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 | $38,766 | $55,453-30.1% | $170,435-77.3% | $62,293-37.8% |
| Participation rate | 64.4% | 66.4%-2.0pp | 83.6%-19.2pp | 69.5%-5.2pp |
| Annual return | 20.73% | 21.38%-0.7pp | 205.94%-185.2pp | 28.90%-8.2pp |
| Employer contribution / active EE | $1,378 | $2,164-36.3% | $5,432-74.6% | $2,042-32.5% |
| Participant deferral / active EE | $2,067 | $2,303-10.2% | $4,939-58.2% | $3,169-34.8% |
| Admin fee / account holder | $115 | $455-74.6% | $13,881-99.2% | $479-75.9% |