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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 64 8515 E. ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $28,552 |
WOODBURY FINANCIAL SERVICES3 years Service code 55 5665 PLAZA DR STE 350 · CYPRESS, CA 90630 | Other Commissions | $12,595 |
Service code 13 | Contract Administrator | $5,798 |
Filed as: BLUE CHIP RETIREMENT PLANS Service code 13 6737 W. WASHINGTON ST STE 1105 · MILWAUKEE, WI 53214 | Contract Administrator | $1,650 |
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 | $39,777 | $59,186-32.8% | $76,768-48.2% | $56,287-29.3% |
| Participation rate | 89.0% | 75.2%+13.8pp | 77.0%+12.0pp | 69.9%+19.1pp |
| Annual return | -4.15% | 6.62%-10.8pp | 2.43%-6.6pp | -9.96%+5.8pp |
| Employer contribution / active EE | $637 | $1,759-63.8% | $2,485-74.4% | $2,111-69.8% |
| Participant deferral / active EE | $3,823 | $3,255+17.5% | $3,852-0.7% | $3,350+14.1% |
| Admin fee / account holder | $191 | $489-60.9% | $6,675-97.1% | $521-63.3% |