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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT-WEST LIFE & ANNUITY INS CO Service code 15 · EIN 84-0467907 | Recordkeeping | $40,244 |
Service code 64 11225 NORTH COMMUNITY HOUSE ROAD · CHARLOTTE, NC 28277 | Recordkeeping Fees | $6,994 |
TD AMERITRADE, INC.1 year Filed as: T D AMERITRADE Service code 72 · EIN 82-0543156 | Other investment fees and expenses | $175 |
TD AMERITRADE, INC.1 year Service code 59 | Shareholder Servicing | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $23,925 | $46,969-49.1% | $154,110-84.5% | $73,367-67.4% |
| Participation rate | 78.5% | 72.4%+6.1pp | 83.0%-4.5pp | 69.5%+9.0pp |
| Annual return | -3.85% | 821.68%-825.5pp | 735.22%-739.1pp | 173.45%-177.3pp |
| Employer contribution / active EE | $633 | $1,723-63.3% | $5,298-88.1% | $2,499-74.7% |
| Participant deferral / active EE | $3,113 | $3,162-1.6% | $5,081-38.7% | $4,033-22.8% |
| Admin fee / account holder | $38 | $47-17.4% | $13,412-99.7% | $68-43.7% |