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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 | $22,773 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 5707 SW PKWY BLDG 2 STE 400 · AUSTIN, TX 78735 | Advisory (Plan) | $22,368 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,094 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,397 | $81,474+61.3% | $133,971-1.9% | $73,493+78.8% |
| Participation rate | 79.3% | 76.4%+2.9pp | 79.8%-0.5pp | 70.7%+8.6pp |
| Annual return | 17.77% | 19.40%-1.6pp | 45.09%-27.3pp | 28.51%-10.7pp |
| Employer contribution / active EE | $2,277 | $2,209+3.0% | $3,919-41.9% | $2,270+0.3% |
| Participant deferral / active EE | $4,705 | $3,786+24.3% | $5,047-6.8% | $3,740+25.8% |
| Admin fee / account holder | $282 | $713-60.4% | $8,929-96.8% | $513-45.0% |