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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 1584 RESOLUTE ST · CELEBRATION, FL 34747 | Advisory (Plan) | $16,796 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $8,713 |
Service code 13 · EIN 26-3465772 | Contract Administrator | $8,650 |
Filed as: GREAT WEST LIFE Service code 26 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Advisory (Participants) | $0 |
MGROUP5 years Service code 17 1584 RESOLUTE ST · CELEBRATION, FL 34747 | Pension Consulting | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,367 | $77,677-62.2% | $109,188-73.1% | $79,389-63.0% |
| Participation rate | 81.1% | 67.8%+13.3pp | 75.9%+5.2pp | 70.7%+10.4pp |
| Annual return | 12.16% | 23.44%-11.3pp | 25.76%-13.6pp | 116.89%-104.7pp |
| Employer contribution / active EE | $5,534 | $2,798+97.8% | $3,723+48.6% | $2,428+127.9% |
| Participant deferral / active EE | $0 | $3,517-100.0% | $4,654-100.0% | $4,046-100.0% |
| Admin fee / account holder | $268 | $732-63.4% | $6,755-96.0% | $626-57.2% |