Filed November 16, 2023
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT-WEST LIFE & ANNUITY INS CO Service code 15 · EIN 84-0467907 | Recordkeeping | $61,625 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $23,443 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $121,398 | $75,284+61.3% | $91,004+33.4% | $69,631+74.3% |
| Participation rate | 97.7% | 80.4%+17.3pp | 75.6%+22.1pp | 70.7%+27.0pp |
| Annual return | 13.59% | 48.40%-34.8pp | 4.60%+9.0pp | 27571.02%-27557.4pp |
| Employer contribution / active EE | $4,353 | $2,473+76.0% | $2,456+77.2% | $2,032+114.2% |
| Participant deferral / active EE | $4,249 | $3,700+14.8% | $3,548+19.8% | $3,224+31.8% |
| Admin fee / account holder | $109 | $111-1.4% | $5,417-98.0% | $110-1.3% |