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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 3030 N ROCKY POINT DR W STE 700 · TAMPA, FL 33607 | Advisory (Plan) | $37,739 |
CHARLES SCHWAB & CO., INC.6+ years Service code 33 · EIN 94-1737782 | Securities brokerage | $0 |
Filed as: GREAT-WEST LIFE & ANNUITY INS. CO. Service code 15 | Recordkeeping | $0 |
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,072 | $70,908+51.0% | $98,907+8.3% | $73,488+45.7% |
| Participation rate | 97.5% | 73.8%+23.7pp | 76.0%+21.5pp | 70.7%+26.8pp |
| Annual return | 11.24% | 34.17%-22.9pp | 196.43%-185.2pp | 28.51%-17.3pp |
| Employer contribution / active EE | $755 | $2,036-62.9% | $2,689-71.9% | $2,270-66.8% |
| Participant deferral / active EE | $5,603 | $3,500+60.1% | $4,244+32.0% | $3,740+49.8% |
| Admin fee / account holder | $284 | $535-47.0% | $6,642-95.7% | $513-44.7% |