Filed August 15, 2023 (most recent of 4 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 | $16,063 |
THE LAMPO GROUP, INC.1+ years Filed as: THE LAMPO GROUP Service code 38 · EIN 62-1593846 | Participant Communication | $12,000 |
JP MORGAN SECURITIES LLC1+ years Service code 33 · EIN 13-4110995 | Securities brokerage commissions and ... | $892 |
Filed as: GREAT-WEST FINANCIAL RPS, LLC Service code 15 | Recordkeeping | $0 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: J.P. MORGAN SECURITIES LLC Service code 59 | Shareholder Servicing | $0 |
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 | $130,490 | $72,770+79.3% | $67,652+92.9% | $55,191+136.4% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 69.2%+30.8pp |
| Annual return | -0.54% | -3.26%+2.7pp | 6625.40%-6625.9pp | 10.78%-11.3pp |
| Employer contribution / active EE | $3,874 | $1,769+119.0% | $2,266+71.0% | $1,899+104.0% |
| Participant deferral / active EE | $5,951 | $3,408+74.6% | $3,560+67.2% | $3,046+95.4% |
| Admin fee / account holder | $54 | $79-31.9% | $4,821-98.9% | $91-40.9% |