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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT-WEST LIFE ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $7,303 |
EMPLOYEE PLAN COMPLIANCE COMPANY3+ years Service code 13 6555 PERKINS ROAD, SUITE 400 · BATON ROUGE, LA 70808 | Contract Administrator | $5,458 |
Filed as: MERRILL LYNCH LIFE AGENCY, INC. Service code 55 | Other Commissions | $894 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $279 |
Filed as: MERRILL LYNCH LIFE ANGECY, INC. Service code 55 1215 4TH AVENUE 26TH FL · SEATTLE, WA 98161 | Other Commissions | $0 |
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 | $66,409 | $66,180+0.3% | $118,746-44.1% | $62,293+6.6% |
| Participation rate | 70.1% | 71.3%-1.2pp | 78.3%-8.2pp | 69.5%+0.6pp |
| Annual return | 14.25% | 60.89%-46.6pp | 24.54%-10.3pp | 28.90%-14.6pp |
| Employer contribution / active EE | $1,075 | $3,183-66.2% | $4,193-74.4% | $2,042-47.4% |
| Participant deferral / active EE | $2,707 | $4,247-36.3% | $5,332-49.2% | $3,169-14.6% |
| Admin fee / account holder | $85 | $753-88.7% | $10,720-99.2% | $479-82.2% |