Filed July 19, 2022
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT-WEST LIFE & ANNUITY INS. CO Service code 15 · EIN 84-0467907 | Recordkeeping | $382,709 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $50,827 |
MILLIMAN, INC.7+ years Filed as: MILLIMAN INC Service code 27 10000 N CENTRAL EXPY STE 1500 · DALLAS, TX 75231 | Advisory (Plan) | $30,250 |
HAGER STRATEGIC1 year Filed as: HAGER STRATEGIC INC Service code 50 1320 19TH ST NW STE 700 · WASHINGTON, DC 20036 | Direct Payment | $29,910 |
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 | $125,523 | $134,619-6.8% | $111,319+12.8% | $101,555+23.6% |
| Participation rate | 96.4% | 89.0%+7.4pp | 77.3%+19.0pp | 74.5%+21.8pp |
| Annual return | 14.18% | 17.96%-3.8pp | 54.68%-40.5pp | 21.00%-6.8pp |
| Employer contribution / active EE | $3,170 | $3,829-17.2% | $2,732+16.0% | $2,972+6.7% |
| Participant deferral / active EE | $7,441 | $6,572+13.2% | $4,488+65.8% | $4,874+52.7% |
| Admin fee / account holder | $68 | $86-21.4% | $7,966-99.1% | $139-51.4% |