Filed October 18, 2018 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GWLA Service code 15 · EIN 84-0467907 | Recordkeeping | $76,547 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,564 | $56,540+42.5% | $185,849-56.7% | $86,821-7.2% |
| Participation rate | 75.0% | 65.5%+9.5pp | 81.7%-6.7pp | 72.3%+2.7pp |
| Annual return | 12.14% | 118.20%-106.1pp | 122.10%-110.0pp | 97.94%-85.8pp |
| Employer contribution / active EE | $2,195 | $1,844+19.0% | $5,169-57.5% | $2,406-8.8% |
| Participant deferral / active EE | $2,867 | $2,555+12.2% | $5,569-48.5% | $4,132-30.6% |
| Admin fee / account holder | $233 | $150+55.5% | $16,244-98.6% | $170+37.2% |