Filed December 29, 2021 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT-WEST LIFE & ANNUITY INS CO Service code 15 · EIN 84-0467907 | Recordkeeping | $156,605 |
Filed as: ADVISED ASSETS GROUP Service code 26 · EIN 84-1532243 | Advisory (Participants) | $53,725 |
BAKER TILLY US, LLP1 year Filed as: BAKER TILLY VIRCHOW KRAUSE LLP Service code 10 · EIN 39-0859910 | Accounting | $48,268 |
COWEN & COMPANY LLC3 years Filed as: COWEN EXECUTION SERVICES, LLC Service code 50 · EIN 84-1702964 | Direct Payment | $28,817 |
MERCER2 years Filed as: PAVILION ADVISORY GROUP INC Service code 27 · EIN 04-3831795 | Advisory (Plan) | $22,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $136,823 | $134,045+2.1% | $80,022+71.0% | $75,289+81.7% |
| Participation rate | 57.9% | 85.8%-27.9pp | 75.8%-18.0pp | 72.4%-14.6pp |
| Annual return | -6.21% | -0.56%-5.6pp | 11.22%-17.4pp | -0.04%-6.2pp |
| Employer contribution / active EE | $4,079 | $3,492+16.8% | $2,468+65.3% | $2,405+69.6% |
| Participant deferral / active EE | $4,859 | $4,976-2.4% | $3,686+31.8% | $3,739+30.0% |
| Admin fee / account holder | $136 | $124+9.7% | $6,521-97.9% | $102+32.9% |