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 | $739,025 |
Filed as: ADVISED ASSET GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $301,506 |
AON CONSULTING6+ years Filed as: AON HEWITT Service code 13 · EIN 36-2235791 | Contract Administrator | $62,258 |
DELOITTE & TOUCHE LLP2 years Filed as: DELOITTE & TOUCHE Service code 10 · EIN 43-1912740 | Accounting | $47,592 |
Service code 16 3071 PEARL ROAD · MEDINA, OH 44256 | Consulting | $8,850 |
CURCIO WEBB6+ years Service code 16 · EIN 36-4171366 | Consulting | $5,508 |
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 | $67,309 | $430,560-84.4% | $98,920-32.0% | $106,273-36.7% |
| Participation rate | 95.6% | 86.2%+9.4pp | 76.0%+19.6pp | 70.8%+24.8pp |
| Annual return | 12.20% | 17.89%-5.7pp | 196.47%-184.3pp | 21.70%-9.5pp |
| Employer contribution / active EE | $1,463 | $6,804-78.5% | $2,689-45.6% | $2,722-46.3% |
| Participant deferral / active EE | $4,129 | $9,623-57.1% | $4,245-2.7% | $4,601-10.3% |
| Admin fee / account holder | $31 | $220-86.0% | $6,643-99.5% | $78-60.8% |