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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 | $11,251 |
WIPFLI LLP1 year Service code 10 11 SCOTT STREET · WAUSAU, WI 54403 | Accounting | $7,000 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,961 |
Service code 27 24 E COTA ST STE 200 · SANTA BARBARA, CA 93101 | Advisory (Plan) | $1,211 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $56,794 | $52,961+7.2% | $172,752-67.1% | $65,185-12.9% |
| Participation rate | 44.8% | 66.2%-21.4pp | 82.6%-37.9pp | 70.2%-25.4pp |
| Annual return | 21.99% | 30.12%-8.1pp | 802.97%-781.0pp | 29.38%-7.4pp |
| Employer contribution / active EE | $527 | $2,190-75.9% | $5,144-89.8% | $2,177-75.8% |
| Participant deferral / active EE | $1,215 | $2,471-50.9% | $5,198-76.6% | $3,514-65.4% |
| Admin fee / account holder | $268 | $472-43.3% | $13,955-98.1% | $847-68.4% |