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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ADVISED ASSETS GROUP Service code 26 · EIN 84-1532243 | Advisory (Participants) | $105,815 |
Service code 15 · EIN 84-0467907 | Recordkeeping | $16,914 |
Filed as: GREAT-WEST LIFE & ANNIUTY INS CO Service code 15 | Recordkeeping | $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 | $207,399 | $88,874+133.4% | $123,553+67.9% | $75,289+175.5% |
| Participation rate | 86.1% | 75.9%+10.2pp | 82.3%+3.8pp | 72.4%+13.7pp |
| Annual return | -5.45% | 4.22%-9.7pp | 119.21%-124.7pp | -0.04%-5.4pp |
| Employer contribution / active EE | $8,216 | $3,256+152.4% | $4,628+77.5% | $2,405+241.6% |
| Participant deferral / active EE | $10,105 | $6,174+63.7% | $6,426+57.3% | $3,739+170.3% |
| Admin fee / account holder | $82 | $95-13.4% | $9,284-99.1% | $102-20.0% |