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| Provider | Service type | Compensation |
|---|---|---|
FIRST SECURITY BANK2 years Service code 27 · EIN 71-0159420 | Advisory (Plan) | $20,418 |
Filed as: GREAT-WEST LIFE & ANNUITY INS. CO. Service code 64 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $5,401 |
Service code 12 · EIN 13-3689044 | Investment management; Sales loads (f... | $1,287 |
Filed as: GWFS EQUITIES INC. Service code 33 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Securities brokerage; Shareholder ser... | $40 |
NATIONAL FINANCIAL SERVICES2 years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $60,594 | $99,957-39.4% | $149,696-59.5% | $73,488-17.5% |
| Participation rate | 97.5% | 75.7%+21.8pp | 82.5%+15.1pp | 70.7%+26.9pp |
| Annual return | 9.39% | 53.87%-44.5pp | 276.60%-267.2pp | 28.51%-19.1pp |
| Employer contribution / active EE | $4,318 | $3,191+35.3% | $4,644-7.0% | $2,270+90.2% |
| Participant deferral / active EE | $4,175 | $6,073-31.2% | $6,842-39.0% | $3,740+11.6% |
| Admin fee / account holder | $192 | $551-65.2% | $9,309-97.9% | $513-62.6% |