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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS4 years Service code 52 · EIN 52-0792143 | Indirect Investment Fees | $0 |
Service code 27 · EIN 61-1732930 | Advisory (Plan) | $0 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 49 · EIN 84-0467907 | Other Services | $0 |
INVESCO2 years Service code 52 · EIN 84-1073463 | Indirect Investment Fees | $0 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $0 |
NORTHERN FUNDS3 years Service code 52 · EIN 36-3608252 | Indirect Investment Fees | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $154,937 | $79,438+95.0% | $106,551+45.4% | $79,393+95.2% |
| Participation rate | 89.4% | 74.2%+15.3pp | 76.1%+13.3pp | 70.7%+18.7pp |
| Annual return | -0.06% | 18.27%-18.3pp | 26.80%-26.9pp | 116.87%-116.9pp |
| Employer contribution / active EE | $0 | $2,235-100.0% | $2,819-100.0% | $2,428-100.0% |
| Participant deferral / active EE | $0 | $3,824-100.0% | $4,398-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $523-100.0% | $7,408-100.0% | $627-100.0% |