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| Provider | Service type | Compensation |
|---|---|---|
DEFINITI LLC1 year Service code 13 · EIN 85-0833363 2201 TIMBERLOCH PL, STE 150 · THE WOODLANDS, TX 77380 | Contract Administrator | $10,788 |
Filed as: GREAT-WEST LIFE & ANNUITY INS. CO. Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
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 | $52,603 | $79,438-33.8% | $106,555-50.6% | $79,391-33.7% |
| Participation rate | 91.4% | 74.2%+17.2pp | 76.1%+15.2pp | 70.7%+20.7pp |
| Annual return | 25.91% | 18.27%+7.6pp | 26.80%-0.9pp | 116.88%-91.0pp |
| Employer contribution / active EE | $8,771 | $2,235+292.5% | $2,819+211.1% | $2,428+261.3% |
| Participant deferral / active EE | $12,777 | $3,824+234.1% | $4,399+190.5% | $4,046+215.8% |
| Admin fee / account holder | $8 | $523-98.5% | $7,408-99.9% | $627-98.7% |