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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 | $23,696 |
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $15,405 |
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 | $237,892 | $50,464+371.4% | $75,784+213.9% | $52,331+354.6% |
| Participation rate | 92.7% | 66.8%+25.9pp | 75.8%+16.9pp | 68.1%+24.6pp |
| Annual return | 0.57% | 1.03%-0.5pp | 9.68%-9.1pp | 4.54%-4.0pp |
| Employer contribution / active EE | $10,483 | $1,988+427.2% | $3,323+215.4% | $1,882+457.1% |
| Participant deferral / active EE | $8,385 | $2,570+226.2% | $3,652+129.6% | $3,022+177.4% |
| Admin fee / account holder | $238 | $1,103-78.4% | $5,300-95.5% | $592-59.7% |