Filed June 12, 2025 (most recent of 5 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT-WEST LIFE & ANNUITY INS CO Service code 15 · EIN 84-0467907 | Recordkeeping | $330,984 |
Filed as: CERITY PARTNERS RETIREMENT PLAN ADV Service code 27 · EIN 35-2467663 | Advisory (Plan) | $29,000 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,732 | $67,512+13.7% | $185,823-58.7% | $93,030-17.5% |
| Participation rate | 95.3% | 67.1%+28.2pp | 81.7%+13.6pp | 73.9%+21.4pp |
| Annual return | 16.02% | 21.04%-5.0pp | 122.05%-106.0pp | 158.70%-142.7pp |
| Employer contribution / active EE | $2,132 | $1,783+19.6% | $5,167-58.7% | $2,706-21.2% |
| Participant deferral / active EE | $5,128 | $3,035+68.9% | $5,568-7.9% | $4,562+12.4% |
| Admin fee / account holder | $77 | $318-75.9% | $16,237-99.5% | $152-49.4% |