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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 49 · EIN 84-0467907 | Other Services | $12,639 |
ALLSPRING1 year Service code 52 · EIN 83-6834374 | Indirect Investment Fees | $0 |
AMERICAN FUNDS5 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
DODGE & COX3 years Service code 52 · EIN 94-6067274 | Indirect Investment Fees | $0 |
Filed as: FIDELITY INVESTMENTS Service code 52 · EIN 04-3365630 | Indirect Investment Fees | $0 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: JP MORGAN Service code 52 · EIN 26-3613641 | Indirect Investment Fees | $0 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $0 |
MFS INVESTMENT MANAGEMENT3 years Service code 52 · EIN 04-3158862 | Indirect Investment Fees | $0 |
PIMCO FUNDS3 years Service code 52 · EIN 95-2632339 | Indirect Investment Fees | $0 |
THE HARTFORD3 years Service code 52 · EIN 22-2937447 | Indirect Investment Fees | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,277 | $39,243-53.4% | $80,784-77.4% | $79,389-77.0% |
| Participation rate | 84.9% | 41.0%+43.8pp | 54.2%+30.7pp | 70.7%+14.2pp |
| Annual return | 7.24% | 98.95%-91.7pp | 87.31%-80.1pp | 116.89%-109.6pp |
| Employer contribution / active EE | $1 | $593-99.8% | $1,160-99.9% | $2,428-99.9% |
| Participant deferral / active EE | $1,333 | $1,262+5.6% | $2,145-37.9% | $4,046-67.1% |
| Admin fee / account holder | $135 | $647-79.1% | $3,380-96.0% | $626-78.4% |