Filed April 16, 2025 (most recent of 3 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT-WEST LIFE & ANNUITY INS CO Service code 15 · EIN 84-0467907 | Recordkeeping | $2,066,582 |
Filed as: ADVISED ASSET GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $1,157,467 |
AON CONSULTING7+ years Filed as: AON HEWITT Service code 13 · EIN 36-2235791 | Contract Administrator | $143,571 |
DELOITTE & TOUCHE LLP3 years Filed as: DELOITTE & TOUCHE Service code 10 · EIN 43-1912740 | Accounting | $133,259 |
EM PRINTING1 year Service code 36 3081 BARTLETT CORPORATE DR · BARTLETT, TN 38133 | Copying and duplicating; Other services | $66,173 |
Service code 16 3071 PEARL ROAD · MEDINA, OH 44256 | Consulting | $7,800 |
DIRECT PATH4 years Service code 13 120 18TH STREET S · BIRMINGHAM, AK 35233 | Contract Administrator | $6,293 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $250,005 | $239,209+4.5% | $106,554+134.6% | $106,520+134.7% |
| Participation rate | 96.2% | 89.6%+6.6pp | 76.1%+20.1pp | 71.3%+24.9pp |
| Annual return | 6.13% | 17.49%-11.4pp | 26.80%-20.7pp | 19.28%-13.2pp |
| Employer contribution / active EE | $9,532 | $6,641+43.5% | $2,819+238.1% | $2,840+235.6% |
| Participant deferral / active EE | $10,895 | $9,673+12.6% | $4,398+147.7% | $4,948+120.2% |
| Admin fee / account holder | $119 | $95+24.7% | $7,408-98.4% | $75+59.0% |