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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · SREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $7,956 |
Service code 13 · EIN 42-0127290 711 HIGH STREET · DES MOINES, IA 50392 | Contract Administrator | $1,162 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $104 |
Filed as: ALLIANT INSURANCE SERVICES Service code 13 · EIN 33-0785439 320 W. 57TH STREET · NEW YORK, NY 10019 | Contract Administrator | $0 |
CETERA ADVISOR NETWORKS LLC2 years Service code 49 | Other Services | $0 |
Filed as: CETERA ADVISORS NETWORKS LLC Service code 55 · EIN 95-3845382 200 N PACIFIC COAST HWY STE 1200 · EL SEGUNDO, CA 902455670 | Other Commissions | $0 |
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 | $24,406 | $51,620-52.7% | $90,304-73.0% | $65,185-62.6% |
| Participation rate | 91.3% | 68.6%+22.6pp | 73.3%+18.0pp | 70.2%+21.1pp |
| Annual return | 19.78% | 24.94%-5.2pp | 78.13%-58.3pp | 29.38%-9.6pp |
| Employer contribution / active EE | $1,486 | $2,235-33.5% | $2,855-47.9% | $2,177-31.7% |
| Participant deferral / active EE | $1,989 | $2,871-30.7% | $3,885-48.8% | $3,514-43.4% |
| Admin fee / account holder | $64 | $384-83.3% | $5,354-98.8% | $847-92.4% |