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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT WEST LIFE INSURANCE COMPANY Service code 64 · EIN 84-0467907 8515 EAST ORANGE ROAD · SREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $26,852 |
CETERA ADVISOR NETWORKS LLC4 years Service code 55 · EIN 95-3845382 200 N. PACIFIC COAST HWY STE 1200 · EL SEGUNDO, CA 902455670 | Other Commissions | $12,558 |
Filed as: ALLIANT INSURANCE SERVICES INC. Service code 13 | Contract Administrator | $4,432 |
Filed as: ALLIANT INSURANCE SERVICES Service code 13 · EIN 33-0785439 P.O BOX 22052 · NEW YORK, NY 10087 | Contract Administrator | $1,996 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $611 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,448 | $65,423-39.7% | $98,477-59.9% | $85,856-54.1% |
| Participation rate | 92.4% | 65.0%+27.4pp | 73.3%+19.0pp | 69.3%+23.1pp |
| Annual return | 13.63% | 21.76%-8.1pp | 1493.59%-1480.0pp | 318.58%-304.9pp |
| Employer contribution / active EE | $1,941 | $2,168-10.5% | $2,961-34.4% | $2,565-24.3% |
| Participant deferral / active EE | $2,644 | $3,167-16.5% | $4,276-38.2% | $3,952-33.1% |
| Admin fee / account holder | $218 | $4,594-95.3% | $5,951-96.3% | $6,261-96.5% |