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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 | $106,267 |
Service code 27 11101 SWITZER ROAD · OVERLAND, KS 66210 | Advisory (Plan) | $44,000 |
BRUNSWICK CORPORATION1 year Filed as: BRUNSWICK GROUP, LLC Service code 99 245 PARK AVENUE · NEW YORK, NY 10167 | Other Fees | $17,340 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,217 | $104,336+3.7% | $159,474-32.1% | $86,821+24.6% |
| Participation rate | 89.1% | 77.7%+11.4pp | 82.8%+6.3pp | 72.3%+16.8pp |
| Annual return | 19.61% | 26.32%-6.7pp | 263.68%-244.1pp | 97.94%-78.3pp |
| Employer contribution / active EE | $9,695 | $3,451+180.9% | $4,831+100.7% | $2,406+302.9% |
| Participant deferral / active EE | $11,332 | $6,837+65.8% | $7,353+54.1% | $4,132+174.3% |
| Admin fee / account holder | $138 | $172-19.9% | $10,802-98.7% | $170-18.6% |