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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT WEST LIFE INSURANCE COMPANY Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $19,883 |
CETERA ADVISOR NETWORKS LLC3 years Service code 55 · EIN 95-3845382 200 N. PACIFIC COAST HWY STE 1200 · EL SEGUNDO, CA 902455670 | Other Commissions | $9,256 |
Filed as: ALLIANT INSURANCE SERVICES Service code 13 · EIN 33-0785439 P.O BOX 22052 · NEW YORK, NY 10087 | Contract Administrator | $2,555 |
Filed as: ALLIANT INSURANCE SERVICES INC. Service code 13 | Contract Administrator | $1,988 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $364 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,652 | $66,124-53.6% | $90,461-66.1% | $73,497-58.3% |
| Participation rate | 89.8% | 69.7%+20.1pp | 72.7%+17.1pp | 70.7%+19.1pp |
| Annual return | 15.00% | 17.65%-2.7pp | 1294.76%-1279.8pp | 28.51%-13.5pp |
| Employer contribution / active EE | $1,566 | $2,346-33.2% | $3,264-52.0% | $2,270-31.0% |
| Participant deferral / active EE | $2,094 | $3,039-31.1% | $3,964-47.2% | $3,740-44.0% |
| Admin fee / account holder | $151 | $396-61.9% | $5,617-97.3% | $513-70.6% |