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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT WEST LIFE & ANNUITY INS CO Service code 15 · EIN 84-0467907 | Recordkeeping | $84,472 |
SIKICH LLP2 years Service code 10 · EIN 36-3168081 | Accounting | $22,769 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $8,247 |
Service code 16 · EIN 34-1820650 | Consulting | $1,200 |
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 | $122,396 | $72,066+69.8% | $81,726+49.8% | $90,274+35.6% |
| Participation rate | 82.8% | 78.9%+3.9pp | 72.0%+10.8pp | 73.4%+9.4pp |
| Annual return | 15.07% | 15.92%-0.8pp | 29.49%-14.4pp | 53.97%-38.9pp |
| Employer contribution / active EE | $3,750 | $2,335+60.6% | $4,311-13.0% | $2,523+48.6% |
| Participant deferral / active EE | $4,511 | $3,557+26.8% | $7,108-36.5% | $4,231+6.6% |
| Admin fee / account holder | $80 | $92-13.7% | $5,160-98.5% | $114-30.1% |