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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT-WEST LIFE & ANNUITY INS. CO. Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $136,546 |
ATWATER MALICK LLC6 years Service code 27 3004 HEMPLAND ROAD, STE 1 · LANCASTER, PA 17601 | Advisory (Plan) | $118,678 |
PA RETIREMENT SOLUTIONS, INC.7+ years Service code 13 · EIN 27-2487837 1110 N MOUNTAIN ROAD · HARRISBURG, PA 17112 | Contract Administrator | $23,078 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,353 | $56,540+77.5% | $185,851-46.0% | $86,821+15.6% |
| Participation rate | 93.9% | 65.5%+28.4pp | 81.7%+12.2pp | 72.3%+21.6pp |
| Annual return | 15.14% | 118.20%-103.1pp | 122.11%-107.0pp | 97.94%-82.8pp |
| Employer contribution / active EE | $2,650 | $1,844+43.6% | $5,168-48.7% | $2,406+10.1% |
| Participant deferral / active EE | $4,653 | $2,555+82.1% | $5,569-16.4% | $4,132+12.6% |
| Admin fee / account holder | $287 | $150+91.5% | $16,245-98.2% | $170+69.0% |