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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT WEST LIFE & ANNUITY COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $45,797 |
Filed as: ALEXANDER & COMPANY CPAS PSC Service code 10 2707 BRECKENRIDGE ST STE 1 · OWENSBORO, KY 42303 | Accounting | $7,100 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $148,768 | $84,940+75.1% | $111,306+33.7% | $79,389+87.4% |
| Participation rate | 89.9% | 75.9%+14.0pp | 77.3%+12.6pp | 70.7%+19.2pp |
| Annual return | 18.48% | 17.45%+1.0pp | 54.67%-36.2pp | 116.89%-98.4pp |
| Employer contribution / active EE | $1,227 | $1,979-38.0% | $2,732-55.1% | $2,428-49.5% |
| Participant deferral / active EE | $3,461 | $3,889-11.0% | $4,488-22.9% | $4,046-14.5% |
| Admin fee / account holder | $287 | $537-46.5% | $7,966-96.4% | $626-54.1% |