Filed October 14, 2022 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT-WEST LIFE & ANNUITY COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $32,800 |
UBS FINANCIAL SERVICES INC1+ years Service code 27 315 DEADERICK ST 5TH FL · NASHVILLE, TN 37238 | Advisory (Plan) | $31,236 |
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $7,172 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,707 | $37,117-60.4% | $147,617-90.0% | $55,191-73.4% |
| Participation rate | 89.4% | 63.6%+25.8pp | 84.6%+4.8pp | 69.2%+20.3pp |
| Annual return | -0.32% | 3.44%-3.8pp | 61.98%-62.3pp | 10.78%-11.1pp |
| Employer contribution / active EE | $1,485 | $1,620-8.4% | $5,564-73.3% | $1,899-21.8% |
| Participant deferral / active EE | $1,353 | $1,985-31.9% | $4,895-72.4% | $3,046-55.6% |
| Admin fee / account holder | $100 | $86+17.4% | $11,612-99.1% | $91+10.6% |