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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT-WEST LIFE & ANNUITY INS CO Service code 15 · EIN 84-0467907 | Recordkeeping | $13,003 |
JPMORGAN INVEST HOLDINGS LLC2+ years Filed as: JPMORGAN SECURITIES LLC Service code 33 · EIN 13-4110995 | Securities brokerage commissions and ... | $644 |
Service code 15 | Recordkeeping | $0 |
Filed as: J.P.MORGAN SECURITIES LLC Service code 59 | Shareholder Servicing | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,928 | $57,921+57.0% | $84,753+7.3% | $57,658+57.7% |
| Participation rate | 95.4% | 72.9%+22.4pp | 76.6%+18.8pp | 70.2%+25.2pp |
| Annual return | 7.68% | 10.24%-2.6pp | 22.78%-15.1pp | 5.13%+2.5pp |
| Employer contribution / active EE | $1,928 | $2,598-25.8% | $3,574-46.1% | $1,974-2.3% |
| Participant deferral / active EE | $5,333 | $2,742+94.5% | $3,712+43.7% | $3,061+74.2% |
| Admin fee / account holder | $18 | $130-86.5% | $5,333-99.7% | $95-81.5% |