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 | $152,810 |
Filed as: RAYMOND JAMES & ASSOCIATES INC Service code 15 · EIN 59-1237041 | Recordkeeping | $78,294 |
PLANTE & MORAN, PLLC7+ years Service code 10 · EIN 38-1357951 | Accounting | $10,750 |
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 | $26,971 | $52,626-48.7% | $98,506-72.6% | $93,010-71.0% |
| Participation rate | 91.5% | 65.3%+26.2pp | 73.3%+18.2pp | 73.9%+17.6pp |
| Annual return | 15.39% | 16.95%-1.6pp | 1494.92%-1479.5pp | 158.70%-143.3pp |
| Employer contribution / active EE | $1,260 | $1,894-33.5% | $2,961-57.5% | $2,705-53.4% |
| Participant deferral / active EE | $2,395 | $2,907-17.6% | $4,277-44.0% | $4,561-47.5% |
| Admin fee / account holder | $121 | $102+18.4% | $5,955-98.0% | $152-20.2% |