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 | $1,146,512 |
AON CONSULTING2+ years Filed as: AON HEWITT Service code 13 · EIN 36-2235791 | Contract Administrator | $126,946 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 26 · EIN 86-1532243 | Advisory (Participants) | $58,744 |
DELOITTE & TOUCHE LLP2+ years Service code 10 · EIN 43-1912740 | Accounting | $43,432 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: J.P. MORGAN SECURITIES LLC Service code 33 · EIN 13-4110995 | Securities brokerage; Direct payment ... | $31,608 |
CURCIO WEBB2+ years Service code 16 · EIN 36-4171366 | Consulting | $17,168 |
GRAPHIC SYSTEMS1 year Service code 36 · EIN 62-1070889 | Copying and duplicating; Direct payme... | $5,972 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,901 | $169,122-71.1% | $78,002-37.3% | $329,111-85.1% |
| Participation rate | 87.6% | 88.4%-0.7pp | 75.5%+12.1pp | 67.9%+19.8pp |
| Annual return | 7.70% | 11.00%-3.3pp | 425.99%-418.3pp | 16.35%-8.7pp |
| Employer contribution / active EE | $1,183 | $5,827-79.7% | $2,470-52.1% | $2,303-48.7% |
| Participant deferral / active EE | $3,154 | $8,046-60.8% | $3,497-9.8% | $3,682-14.3% |
| Admin fee / account holder | $48 | $83-41.2% | $5,481-99.1% | $754-93.6% |