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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 | $34,874 |
MMA SECURITIES LLC3 years Service code 27 PO BOX 9497 · NEW YORK, NY 10087 | Advisory (Plan) | $27,000 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $14,548 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,621 | $73,638+19.0% | $95,964-8.7% | $73,497+19.2% |
| Participation rate | 96.5% | 76.2%+20.3pp | 77.1%+19.4pp | 70.7%+25.8pp |
| Annual return | 15.47% | 16.78%-1.3pp | 91.64%-76.2pp | 28.51%-13.0pp |
| Employer contribution / active EE | $2,499 | $1,863+34.1% | $2,541-1.7% | $2,270+10.1% |
| Participant deferral / active EE | $8,047 | $3,617+122.5% | $4,167+93.1% | $3,740+115.2% |
| Admin fee / account holder | $264 | $482-45.2% | $6,797-96.1% | $513-48.5% |