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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT-WEST LIFE & ANNUITY INS CO Service code 15 · EIN 84-0467907 | Recordkeeping | $294,526 |
MMA SECURITIES LLC1 year Service code 27 · EIN 22-3570392 | Advisory (Plan) | $48,000 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,072 | $67,512-46.6% | $185,849-80.6% | $93,010-61.2% |
| Participation rate | 94.0% | 67.1%+26.9pp | 81.7%+12.3pp | 73.9%+20.1pp |
| Annual return | 13.75% | 21.04%-7.3pp | 122.10%-108.3pp | 158.70%-145.0pp |
| Employer contribution / active EE | $1,493 | $1,783-16.3% | $5,169-71.1% | $2,705-44.8% |
| Participant deferral / active EE | $4,407 | $3,035+45.2% | $5,569-20.9% | $4,561-3.4% |
| Admin fee / account holder | $94 | $318-70.4% | $16,244-99.4% | $152-38.0% |