Filed January 13, 2025
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT-WEST LIFE & ANNUITY INS CO Service code 15 · EIN 84-0467907 | Recordkeeping | $158,370 |
Filed as: RAYMOND JAMES & ASSOCIATES INC Service code 15 · EIN 59-1237041 | Recordkeeping | $52,450 |
PLANTE & MORAN, PLLC5+ years Service code 10 · EIN 38-1357951 | Accounting | $8,500 |
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 | $23,264 | $44,794-48.1% | $90,324-74.2% | $77,775-70.1% |
| Participation rate | 90.5% | 66.6%+23.9pp | 73.3%+17.2pp | 73.2%+17.3pp |
| Annual return | 22.17% | 28.23%-6.1pp | 78.15%-56.0pp | 32.58%-10.4pp |
| Employer contribution / active EE | $1,519 | $1,809-16.0% | $2,856-46.8% | $2,504-39.3% |
| Participant deferral / active EE | $2,274 | $2,642-13.9% | $3,885-41.5% | $3,966-42.7% |
| Admin fee / account holder | $82 | $94-12.8% | $5,356-98.5% | $100-17.7% |