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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 | $8,889 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,014 |
SPECTRUM INVESTMENT ADVISORS3 years Filed as: SPECTRUM INVESTMENT ADVISORS INC Service code 27 6329 W MEQUON RD · MEQUON, WI 53092 | Advisory (Plan) | $2,594 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,859 | $84,940+30.5% | $111,306-0.4% | $79,389+39.6% |
| Participation rate | 99.2% | 75.9%+23.3pp | 77.3%+21.9pp | 70.7%+28.5pp |
| Annual return | 14.69% | 17.45%-2.8pp | 54.67%-40.0pp | 116.89%-102.2pp |
| Employer contribution / active EE | $2,376 | $1,979+20.1% | $2,732-13.0% | $2,428-2.1% |
| Participant deferral / active EE | $7,965 | $3,889+104.8% | $4,488+77.5% | $4,046+96.9% |
| Admin fee / account holder | $73 | $537-86.4% | $7,966-99.1% | $626-88.4% |