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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT WEST LIFE ANNUITY INSURANCE Service code 64 8515 EAST ORACHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $18,697 |
PENSION ASSURANCE LLP1 year Filed as: PENSION PROFIT SHARING SERVICES, IN Service code 13 5212 KATELLA AVE., SUITE 206 · LOS ALAMITOS, CA 90720 | Contract Administrator | $15,400 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 E. ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,152 |
Filed as: MERRILL LYNCH LIFE AGENCY INC Service code 55 1215 4TH AVE., 26TH FLOOR · SEATTLE, WA 98161 | Other Commissions | $0 |
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 | $66,152 | $66,302-0.2% | $110,243-40.0% | $56,287+17.5% |
| Participation rate | 97.7% | 74.9%+22.8pp | 79.8%+17.9pp | 69.9%+27.8pp |
| Annual return | -5.10% | -1.18%-3.9pp | 314.76%-319.9pp | -9.96%+4.9pp |
| Employer contribution / active EE | $4,142 | $2,047+102.3% | $3,827+8.2% | $2,111+96.2% |
| Participant deferral / active EE | $5,721 | $3,381+69.2% | $4,672+22.4% | $3,350+70.8% |
| Admin fee / account holder | $116 | $698-83.4% | $8,548-98.6% | $521-77.7% |