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| Provider | Service type | Compensation |
|---|---|---|
LPA INSURANCE AGENCY INC5 years Service code 53 · EIN 68-0417308 | Insurance Commissions | $25,497 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 52 · EIN 84-0467907 | Indirect Investment Fees | $13,342 |
AB FUNDS5 years Service code 52 · EIN 13-4071393 | Indirect Investment Fees | $0 |
ALLSPRING1 year Service code 52 · EIN 45-7019649 | Indirect Investment Fees | $0 |
AMERICAN FUNDS5 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $0 |
NORTHERN FUNDS5 years Service code 52 · EIN 36-3608252 | Indirect Investment Fees | $0 |
T ROWE PRICE RPS INC5 years Filed as: T. ROWE PRICE Service code 52 · EIN 65-1253987 | Indirect Investment Fees | $0 |
THE HARTFORD5 years Service code 52 · EIN 13-3317783 | Indirect Investment Fees | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,663 | $74,706-18.8% | $75,714-19.9% | $79,391-23.6% |
| Participation rate | 99.1% | 75.3%+23.8pp | 74.8%+24.3pp | 70.7%+28.4pp |
| Annual return | 12.63% | 18.52%-5.9pp | 104.62%-92.0pp | 116.88%-104.3pp |
| Employer contribution / active EE | $0 | $2,590-100.0% | $2,744-100.0% | $2,428-100.0% |
| Participant deferral / active EE | $0 | $3,533-100.0% | $3,820-100.0% | $4,046-100.0% |
| Admin fee / account holder | $58 | $374-84.6% | $3,619-98.4% | $627-90.8% |