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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $75,590 |
GREENLEAF TRUST1 year Filed as: GREENLEAF ADVISORS, LLC Service code 27 286 BROAD STREET · RED BANK, NJ 07701 | Advisory (Plan) | $44,000 |
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 | $97,367 | $100,801-3.4% | $149,745-35.0% | $73,412+32.6% |
| Participation rate | 96.5% | 77.7%+18.8pp | 82.5%+14.0pp | 72.2%+24.4pp |
| Annual return | 21.52% | 265.34%-243.8pp | 276.72%-255.2pp | 59.30%-37.8pp |
| Employer contribution / active EE | $9,504 | $3,312+187.0% | $4,646+104.6% | $2,234+325.5% |
| Participant deferral / active EE | $10,975 | $6,404+71.4% | $6,843+60.4% | $3,806+188.4% |
| Admin fee / account holder | $198 | $181+9.5% | $9,312-97.9% | $158+25.4% |