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 | $13,578 |
JP MORGAN SECURITIES LLC2+ years Service code 33 · EIN 13-4110995 | Shareholder servicing fees; Direct pa... | $609 |
Filed as: GWFS EQUITIES, INC. Service code 33 · EIN 84-0965407 | Other investment fees and expenses; S... | $462 |
MORGAN STANLEY SMITH BARNEY2+ 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 | $133,157 | $63,905+108.4% | $74,184+79.5% | $57,658+130.9% |
| Participation rate | 99.8% | 79.8%+20.0pp | 76.6%+23.1pp | 70.2%+29.5pp |
| Annual return | 8.10% | 60.60%-52.5pp | 17.74%-9.6pp | 5.13%+3.0pp |
| Employer contribution / active EE | $4,032 | $1,840+119.1% | $2,370+70.1% | $1,974+104.3% |
| Participant deferral / active EE | $6,151 | $3,448+78.4% | $3,550+73.3% | $3,061+101.0% |
| Admin fee / account holder | $26 | $91-71.6% | $5,586-99.5% | $95-72.6% |