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| Provider | Service type | Compensation |
|---|---|---|
MMA SECURITIES LLC2 years Service code 27 PO BOX 9497 · NEW YORK, NY 10087 | Advisory (Plan) | $27,000 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $11,669 |
Filed as: GREAT-WEST LIFE & ANNUITY COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,142 | $65,378+27.2% | $87,103-4.5% | $65,186+27.5% |
| Participation rate | 96.1% | 75.3%+20.7pp | 76.9%+19.2pp | 70.2%+25.9pp |
| Annual return | 22.83% | 31.28%-8.4pp | 28.19%-5.4pp | 29.39%-6.6pp |
| Employer contribution / active EE | $2,431 | $1,823+33.4% | $2,521-3.6% | $2,177+11.7% |
| Participant deferral / active EE | $8,002 | $3,389+136.1% | $4,049+97.6% | $3,514+127.7% |
| Admin fee / account holder | $145 | $520-72.1% | $7,491-98.1% | $847-82.9% |