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 | $1,103,804 |
AON CONSULTING1+ years Filed as: AON HEWITT Service code 13 · EIN 36-2235791 | Contract Administrator | $126,708 |
JPMORGAN INVEST HOLDINGS LLC1+ years Filed as: JPM INSTITUTIONAL INVEST, INC. Service code 26 · EIN 13-4062153 | Advisory (Participants) | $75,441 |
DELOITTE & TOUCHE LLP1+ years Service code 10 · EIN 43-1912740 | Accounting | $49,909 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: J.P. MORGAN SECURITIES LLC Service code 33 · EIN 13-4110995 | Securities brokerage commissions and ... | $38,910 |
CURCIO WEBB1+ years Service code 16 · EIN 36-4171366 | Consulting | $17,264 |
SHADES OF GRAY1+ years Service code 36 · EIN 62-1413611 | Direct payment from the plan; Copying... | $6,559 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,552 | $158,120-71.8% | $68,509-35.0% | $69,651-36.0% |
| Participation rate | 87.8% | 88.0%-0.2pp | 74.7%+13.0pp | 66.6%+21.2pp |
| Annual return | -1.98% | 3.41%-5.4pp | 8.27%-10.3pp | 53.77%-55.8pp |
| Employer contribution / active EE | $1,192 | $5,427-78.0% | $2,278-47.7% | $2,241-46.8% |
| Participant deferral / active EE | $3,124 | $7,897-60.4% | $3,382-7.6% | $3,635-14.1% |
| Admin fee / account holder | $47 | $74-36.8% | $5,275-99.1% | $63-26.4% |