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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT-WEST LIFE & ANNUITY INS. CO. Service code 15 · EIN 84-0467907 | Recordkeeping | $567 |
SBHU LIFE AGENCY INC2 years Filed as: SBHU LIFE AGCY INC Service code 23 · EIN 13-2896238 | Other commissions; Insurance services | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,721 | $93,182-64.9% | $146,665-77.7% | $79,386-58.8% |
| Participation rate | 100.0% | 76.4%+23.6pp | 80.1%+19.9pp | 70.7%+29.3pp |
| Annual return | 9.73% | 21.61%-11.9pp | 22.74%-13.0pp | 116.85%-107.1pp |
| Employer contribution / active EE | $2,322 | $2,420-4.0% | $4,136-43.9% | $2,427-4.3% |
| Participant deferral / active EE | $1,261 | $4,169-69.7% | $5,506-77.1% | $4,046-68.8% |
| Admin fee / account holder | $7 | $585-98.7% | $10,280-99.9% | $626-98.8% |