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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $38,869 |
Service code 27 24 E COTA ST STE 200 · SANTA BARBARA, CA 93101 | Advisory (Plan) | $18,005 |
Filed as: GREAT-WEST LIFE & ANNUITY COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $9,633 |
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $251,518 | $63,114+298.5% | $92,916+170.7% | $65,188+285.8% |
| Participation rate | 99.1% | 68.8%+30.3pp | 76.0%+23.1pp | 70.2%+28.9pp |
| Annual return | 22.12% | 28.75%-6.6pp | 109.45%-87.3pp | 29.38%-7.3pp |
| Employer contribution / active EE | $12,095 | $2,571+370.5% | $3,654+231.1% | $2,177+455.6% |
| Participant deferral / active EE | $10,857 | $3,108+249.3% | $4,238+156.2% | $3,514+209.0% |
| Admin fee / account holder | $262 | $624-58.0% | $5,796-95.5% | $847-69.1% |