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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT-WEST LIFE & ANNUITY INS CO Service code 15 · EIN 84-0467907 | Recordkeeping | $21,213 |
JPMORGAN INVEST HOLDINGS LLC1+ years Filed as: JPMORGAN SECURITIES LLC Service code 33 · EIN 13-4110995 | Securities brokerage commissions and ... | $3,027 |
Filed as: GREAT-WEST FINANCIAL RPS, LLC Service code 15 | Recordkeeping | $0 |
Service code 15 | Recordkeeping | $0 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: J.P. MORGAN SECURITIES LLC Service code 59 | Shareholder Servicing | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,252 | $50,498+55.0% | $75,784+3.3% | $55,191+41.8% |
| Participation rate | 96.4% | 69.4%+27.0pp | 75.8%+20.6pp | 69.2%+27.3pp |
| Annual return | -0.02% | 1.80%-1.8pp | 9.68%-9.7pp | 10.78%-10.8pp |
| Employer contribution / active EE | $1,812 | $2,291-20.9% | $3,323-45.5% | $1,899-4.6% |
| Participant deferral / active EE | $5,183 | $2,589+100.2% | $3,652+41.9% | $3,046+70.1% |
| Admin fee / account holder | $29 | $123-76.6% | $5,300-99.5% | $91-68.3% |