Filed January 23, 2024 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT-WEST LIFE & ANNUITY COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $54,557 |
WIPFLI LLP1+ years Service code 10 11 SCOTT STREET · WAUSAU, WI 54403 | Accounting | $6,500 |
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,042 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $16,228 | $71,957-77.4% | $67,652-76.0% | $59,188-72.6% |
| Participation rate | 89.8% | 82.7%+7.1pp | 75.7%+14.1pp | 69.4%+20.3pp |
| Annual return | -1.17% | 8.53%-9.7pp | 6625.40%-6626.6pp | 5.51%-6.7pp |
| Employer contribution / active EE | $307 | $2,432-87.4% | $2,266-86.4% | $2,098-85.3% |
| Participant deferral / active EE | $1,547 | $4,211-63.3% | $3,560-56.5% | $3,265-52.6% |
| Admin fee / account holder | $57 | $64-11.8% | $4,821-98.8% | $92-38.6% |