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 | $121,564 |
Filed as: RAYMOND JAMES & ASSOCIATES INC Service code 15 · EIN 59-1237041 | Recordkeeping | $71,726 |
PLANTE & MORAN, PLLC6+ 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 | $27,926 | $47,634-41.4% | $90,461-69.1% | $90,274-69.1% |
| Participation rate | 92.4% | 67.5%+24.9pp | 72.7%+19.7pp | 73.4%+19.0pp |
| Annual return | 15.41% | 19.61%-4.2pp | 1294.76%-1279.4pp | 53.97%-38.6pp |
| Employer contribution / active EE | $1,423 | $1,749-18.6% | $3,264-56.4% | $2,523-43.6% |
| Participant deferral / active EE | $2,563 | $2,824-9.3% | $3,964-35.4% | $4,231-39.4% |
| Admin fee / account holder | $95 | $106-10.8% | $5,617-98.3% | $114-17.1% |