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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT WEST LIFE & ANNUITY COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $4,285 |
TD AMERITRADE, INC.1 year Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,041 | $78,670+43.7% | $109,173+3.5% | $85,847+31.7% |
| Participation rate | 76.3% | 68.3%+8.0pp | 75.9%+0.4pp | 69.3%+7.0pp |
| Annual return | 13.65% | 25.09%-11.4pp | 25.75%-12.1pp | 318.61%-305.0pp |
| Employer contribution / active EE | $8,343 | $2,734+205.2% | $3,723+124.1% | $2,565+225.2% |
| Participant deferral / active EE | $3,094 | $3,467-10.8% | $4,654-33.5% | $3,952-21.7% |
| Admin fee / account holder | $34 | $5,469-99.4% | $6,755-99.5% | $6,261-99.5% |