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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $64,459 |
Service code 27 24 E COTA ST STE 200 · SANTA BARBARA, CA 93101 | Advisory (Plan) | $42,243 |
TD AMERITRADE, INC.3+ years Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $1,394 |
Filed as: GREAT-WEST LIFE & ANNUITY Service code 15 | Recordkeeping | $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 | $72,553 | $75,388-3.8% | $123,549-41.3% | $55,725+30.2% |
| Participation rate | 85.0% | 75.7%+9.3pp | 82.3%+2.7pp | 70.9%+14.2pp |
| Annual return | -1.60% | 4.48%-6.1pp | 119.20%-120.8pp | 244.93%-246.5pp |
| Employer contribution / active EE | $2,379 | $3,063-22.3% | $4,628-48.6% | $2,078+14.5% |
| Participant deferral / active EE | $4,378 | $5,651-22.5% | $6,426-31.9% | $3,356+30.5% |
| Admin fee / account holder | $165 | $120+37.6% | $9,284-98.2% | $115+43.1% |