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| Provider | Service type | Compensation |
|---|---|---|
Service code 53 · EIN 74-2794194 | Insurance Commissions | $334,478 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 49 · EIN 84-0467907 | Other Services | $82,293 |
AMERICAN FUNDS5 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
BARON5 years Service code 52 · EIN 13-6891420 | Indirect Investment Fees | $0 |
Filed as: FIDELITY INVESTMENTS Service code 52 · EIN 04-3365630 | Indirect Investment Fees | $0 |
FRANKLIN TEMPLETON3 years Filed as: FRANKLINTEMPLETON Service code 52 · EIN 59-2745039 | Indirect Investment Fees | $0 |
INVESCO3 years Service code 52 · EIN 93-1036175 | Indirect Investment Fees | $0 |
MORGAN STANLEY SMITH BARNEY5 years Filed as: JP MORGAN Service code 52 · EIN 13-3963293 | Indirect Investment Fees | $0 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $0 |
T ROWE PRICE RPS INC5 years Filed as: T. ROWE PRICE Service code 52 · EIN 52-1151266 | Indirect Investment Fees | $0 |
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 | $114,874 | $53,512+114.7% | $189,611-39.4% | $93,010+23.5% |
| Participation rate | 98.6% | 67.3%+31.3pp | 78.5%+20.2pp | 73.9%+24.7pp |
| Annual return | 7.28% | 20.32%-13.0pp | 64.20%-56.9pp | 158.70%-151.4pp |
| Employer contribution / active EE | $3,824 | $1,429+167.6% | $4,413-13.3% | $2,705+41.4% |
| Participant deferral / active EE | $5,967 | $3,748+59.2% | $6,174-3.4% | $4,561+30.8% |
| Admin fee / account holder | $32 | $95-65.9% | $9,808-99.7% | $152-78.6% |