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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT-WEST LIFE & ANNUITY INS CO Service code 15 · EIN 84-0467907 | Recordkeeping | $198,109 |
ERNST & YOUNG LLP2 years Service code 33 · EIN 34-6565596 | Direct payment from the plan; Securit... | $23,250 |
ALIGHT SOLUTIONS LLC1 year Filed as: TEMPE HOLDING COMPANY LLC DBA ALIGH Service code 33 · EIN 82-1061233 | Direct payment from the plan; Securit... | $11,000 |
NEPC, LLC5+ years Filed as: NEPC LLC Service code 16 · EIN 26-1429809 | Consulting | $10,089 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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.
Plan reported a final filing / termination within the last year.
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 | $0 | $202,348-100.0% | $172,757-100.0% | $152,914-100.0% |
| Participation rate | 0.0% | 87.1%-87.1pp | 82.6%-82.6pp | 82.5%-82.5pp |
| Annual return | -101.30% | 1029.95%-1131.3pp | 803.06%-904.4pp | 345.48%-446.8pp |
| Employer contribution / active EE | $0 | $5,858-100.0% | $5,144-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,198-100.0% | $5,852-100.0% |
| Admin fee / account holder | $0 | $17,113-100.0% | $13,956-100.0% | $11,601-100.0% |