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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT-WEST LIFE & ANNUITY INS. CO Service code 15 · EIN 84-0467907 | Recordkeeping | $76,620 |
Filed as: ADVISED ASSET GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $3,685 |
QDRO CONSULTANTS COMPANY, LLC1+ years Filed as: QDRO CONSULTANTS Service code 16 · EIN 34-1820650 | Consulting | $600 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $89,441 | $77,559+15.3% | $68,612+30.4% | $75,289+18.8% |
| Participation rate | 86.0% | 78.3%+7.7pp | 72.2%+13.8pp | 72.4%+13.6pp |
| Annual return | -5.58% | -1.01%-4.6pp | -4.63%-0.9pp | -0.04%-5.5pp |
| Employer contribution / active EE | $4,908 | $1,993+146.2% | $2,625+87.0% | $2,405+104.1% |
| Participant deferral / active EE | $4,832 | $3,128+54.5% | $3,311+45.9% | $3,739+29.3% |
| Admin fee / account holder | $43 | $90-52.9% | $5,131-99.2% | $102-58.4% |