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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 49 · EIN 84-0467907 | Other Services | $98,843 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $54,687 |
ARONSON LLC4 years Service code 10 · EIN 37-1611326 | Accounting | $7,250 |
AB FUNDS1 year Service code 52 · EIN 13-2625045 | Indirect Investment Fees | $0 |
ALLSPRING1 year Service code 52 · EIN 83-6834374 | Indirect Investment Fees | $0 |
ALTA TRUST4 years Service code 52 · EIN 83-0524193 | Indirect Investment Fees | $0 |
AMERICAN CENTURY5 years Service code 52 · EIN 43-0821857 | Indirect Investment Fees | $0 |
AMERICAN FUNDS5 years Service code 52 · EIN 95-6006886 | Indirect Investment Fees | $0 |
CALVERT5 years Service code 52 · EIN 52-1771206 | Indirect Investment Fees | $0 |
Filed as: CARILLON FUNDS Service code 52 · EIN 59-2385219 | Indirect Investment Fees | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $184,783 | $63,768+189.8% | $98,483+87.6% | $79,391+132.8% |
| Participation rate | 100.0% | 69.9%+30.1pp | 73.3%+26.7pp | 70.7%+29.3pp |
| Annual return | 17.63% | 626.18%-608.5pp | 1494.38%-1476.7pp | 116.88%-99.3pp |
| Employer contribution / active EE | $10,318 | $2,558+303.4% | $2,961+248.5% | $2,428+325.0% |
| Participant deferral / active EE | $7,973 | $3,305+141.2% | $4,276+86.4% | $4,046+97.1% |
| Admin fee / account holder | $520 | $516+0.8% | $5,953-91.3% | $627-17.0% |