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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL2 years Service code 28 | Investment Management | $9,902 |
RELIANCE TRUST COMPANY7+ years Service code 19 · EIN 58-1428634 | Securities Custodian | $270 |
Filed as: GREAT-WEST LIFE & ANNUITY INS CO Service code 15 · EIN 84-0467907 | Recordkeeping | $140 |
LPL FINANCIAL5 years Filed as: LPL FINANCIAL, LLC Service code 28 · EIN 95-2834236 | Investment Management | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,874 | $73,839-59.5% | $143,788-79.2% | $68,495-56.4% |
| Participation rate | 73.2% | 66.7%+6.5pp | 80.3%-7.1pp | 67.9%+5.3pp |
| Annual return | -11.89% | 1.01%-12.9pp | -0.03%-11.9pp | -7.84%-4.0pp |
| Employer contribution / active EE | $1,552 | $3,184-51.3% | $4,952-68.7% | $2,596-40.2% |
| Participant deferral / active EE | $2,470 | $3,384-27.0% | $5,638-56.2% | $4,028-38.7% |
| Admin fee / account holder | $1 | $5,755-100.0% | $14,675-100.0% | $5,403-100.0% |