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 | $623,571 |
AON CONSULTING4+ years Filed as: AON HEWITT Service code 13 · EIN 36-2235791 | Contract Administrator | $112,556 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $51,637 |
DELOITTE & TOUCHE LLP2 years Filed as: DELOTTE & TOUCHE LLP Service code 10 · EIN 43-1912740 | Accounting | $42,066 |
SHADES OF GRAY4+ years Service code 36 · EIN 62-1413611 | Copying and duplicating; Direct payme... | $6,511 |
DIRECT PATH1 year Service code 13 120 18TH STREET S. · BIRMINGHAM, AL 35233 | Contract Administrator | $5,784 |
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 | $55,795 | $173,253-67.8% | $80,022-30.3% | $73,367-24.0% |
| Participation rate | 87.8% | 88.8%-1.0pp | 75.8%+12.0pp | 69.5%+18.3pp |
| Annual return | -4.75% | -2.12%-2.6pp | 11.22%-16.0pp | 173.45%-178.2pp |
| Employer contribution / active EE | $1,361 | $6,338-78.5% | $2,468-44.8% | $2,499-45.5% |
| Participant deferral / active EE | $3,672 | $8,893-58.7% | $3,686-0.4% | $4,033-9.0% |
| Admin fee / account holder | $33 | $90-63.4% | $6,521-99.5% | $68-51.8% |