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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT-WEST LIFE & ANNUITY INS CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $50,472 |
PETER CHANG ENTERPRISES, INC.6+ years Filed as: PETER GIALAMES ASSOCIATES INC. Service code 13 PO BOX 112637 · PITTSBURGH, PA 15241 | Contract Administrator | $19,538 |
CAMBRIDGE INVESTMENT RESEARCH6+ years Filed as: CAMBRIDGE INVESTMENT RESEARCH INC Service code 55 | Other Commissions | $18,103 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,588 | $56,152-29.5% | $185,827-78.7% | $73,412-46.1% |
| Participation rate | 76.7% | 67.6%+9.1pp | 78.0%-1.4pp | 72.2%+4.5pp |
| Annual return | 16.58% | 17.59%-1.0pp | 35.96%-19.4pp | 59.30%-42.7pp |
| Employer contribution / active EE | $1,737 | $1,532+13.4% | $4,087-57.5% | $2,234-22.2% |
| Participant deferral / active EE | $2,747 | $3,659-24.9% | $5,633-51.2% | $3,806-27.8% |
| Admin fee / account holder | $204 | $132+54.4% | $9,502-97.9% | $158+29.1% |