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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ADVISED ASSETS GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $81,550 |
Filed as: GREAT-WEST LIFE & ANNUITY INS. COMP Service code 15 · EIN 84-0467907 | Recordkeeping | $17,411 |
JP MORGAN SECURITIES LLC2+ years Filed as: JP MORGAN SECURITIES, LLC Service code 26 · EIN 13-4110995 | Advisory (Participants) | $2,868 |
Filed as: GWFS EQUITIES, INC. Service code 33 · EIN 84-0965407 | Other investment fees and expenses; S... | $1,115 |
Service code 15 | Recordkeeping | $0 |
GWL&A1 year Service code 15 | Recordkeeping | $0 |
Filed as: J.P.MORGAN SECURITIES LLC Service code 59 | Shareholder Servicing | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $212,453 | $85,635+148.1% | $123,894+71.5% | $63,975+232.1% |
| Participation rate | 85.6% | 74.9%+10.6pp | 81.4%+4.2pp | 71.1%+14.4pp |
| Annual return | 8.42% | 15.74%-7.3pp | 47.52%-39.1pp | 48.65%-40.2pp |
| Employer contribution / active EE | $8,489 | $3,076+175.9% | $4,617+83.9% | $2,182+289.1% |
| Participant deferral / active EE | $9,441 | $5,667+66.6% | $5,984+57.8% | $3,356+181.3% |
| Admin fee / account holder | $37 | $75-50.6% | $8,357-99.6% | $70-47.4% |