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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ADVISED ASSETS GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $684,307 |
Filed as: GREAT-WEST LIFE & ANNUITY INS. CO Service code 15 · EIN 84-0467907 | Recordkeeping | $335,165 |
Filed as: GWFS EQUITIES, INC. Service code 33 · EIN 84-0965407 | Other investment fees and expenses; S... | $1,125 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $172,973 | $106,087+63.0% | $86,691+99.5% | $78,044+121.6% |
| Participation rate | 95.2% | 89.6%+5.7pp | 76.6%+18.7pp | 74.4%+20.8pp |
| Annual return | 3.45% | -14.87%+18.3pp | 35.94%-32.5pp | 10.87%-7.4pp |
| Employer contribution / active EE | $5,091 | $4,110+23.9% | $2,837+79.5% | $3,125+62.9% |
| Participant deferral / active EE | $12,691 | $6,851+85.3% | $4,656+172.6% | $5,084+149.6% |
| Admin fee / account holder | $160 | $81+96.9% | $7,492-97.9% | $79+102.6% |