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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT-WEST LIFE & ANNUITY INS CO Service code 15 · EIN 84-0467907 | Recordkeeping | $1,090 |
THE HASLAUER GROUP, INC.3 years Filed as: THE HASLAUER GROUP INC Service code 15 · EIN 72-1487108 | Recordkeeping | $900 |
LPL FINANCIAL3 years Filed as: LPL FINANCIAL LLC Service code 26 · EIN 95-2834236 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,157 | $78,672-33.7% | $109,143-52.2% | $85,850-39.2% |
| Participation rate | 66.7% | 68.3%-1.6pp | 75.9%-9.2pp | 69.3%-2.6pp |
| Annual return | -22.81% | 25.09%-47.9pp | 25.75%-48.6pp | 318.53%-341.3pp |
| Employer contribution / active EE | $5,452 | $2,735+99.3% | $3,722+46.5% | $2,565+112.5% |
| Participant deferral / active EE | $10,487 | $3,467+202.5% | $4,653+125.4% | $3,952+165.4% |
| Admin fee / account holder | $50 | $5,469-99.1% | $6,752-99.3% | $6,260-99.2% |