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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 64 8515 E ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $15,848 |
ASCENSUS LLC1 year Filed as: ASCENSUS HOLDINGS INC. DBA ASCENSUS Service code 13 | Contract Administrator | $9,393 |
Service code 27 6 W 3RD STREET · MANSFILED, OH 44902 | Advisory (Plan) | $9,194 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,753 |
Filed as: GWFS EQUITIES INC Service code 33 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Securities brokerage | $83 |
Filed as: GWFS Service code 72 8515 E ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Other investment fees and expenses | $10 |
ASCENSUS LLC1 year Filed as: ASCENSUS HOLDINGS, INC Service code 13 200 DRYDEN RD · DRESHER, PA 19025 | Contract Administrator | $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 | $78,004 | $65,376+19.3% | $87,104-10.4% | $65,185+19.7% |
| Participation rate | 87.2% | 75.3%+11.9pp | 76.9%+10.4pp | 70.2%+17.0pp |
| Annual return | 26.91% | 31.27%-4.4pp | 28.19%-1.3pp | 29.38%-2.5pp |
| Employer contribution / active EE | $3,951 | $1,822+116.8% | $2,521+56.7% | $2,177+81.5% |
| Participant deferral / active EE | $5,816 | $3,388+71.6% | $4,048+43.7% | $3,514+65.5% |
| Admin fee / account holder | $141 | $520-72.8% | $7,491-98.1% | $847-83.3% |