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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 52 · EIN 84-0467907 | Indirect Investment Fees | $40,431 |
MERCER2 years Service code 38 · EIN 13-2834414 | Participant Communication | $26,266 |
ALLSPRING1 year Service code 52 · EIN 84-6615098 | Indirect Investment Fees | $0 |
AMERICAN FUNDS5 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
INVESCO3 years Service code 52 · EIN 93-6305075 | Indirect Investment Fees | $0 |
Service code 52 | Indirect Investment Fees | $0 |
T ROWE PRICE RPS INC5 years Filed as: T. ROWE PRICE Service code 52 · EIN 52-0791372 | Indirect Investment Fees | $0 |
THE HARTFORD5 years Service code 52 · EIN 22-2937447 | Indirect Investment Fees | $0 |
THE VANGUARD GROUP, INC.5 years Filed as: VANGUARD Service code 52 · EIN 23-1999755 | Indirect Investment Fees | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $219,875 | $66,621+230.0% | $86,645+153.8% | $86,828+153.2% |
| Participation rate | 100.0% | 72.3%+27.7pp | 71.7%+28.3pp | 72.3%+27.7pp |
| Annual return | 12.97% | 19.53%-6.6pp | 63.52%-50.6pp | 97.95%-85.0pp |
| Employer contribution / active EE | $6,286 | $2,007+213.2% | $2,496+151.8% | $2,406+161.2% |
| Participant deferral / active EE | $8,131 | $3,242+150.8% | $3,700+119.8% | $4,132+96.8% |
| Admin fee / account holder | $47 | $148-68.2% | $5,830-99.2% | $170-72.2% |