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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 49 · EIN 84-0467907 | Other Services | $155,359 |
Service code 27 · EIN 20-8874282 | Advisory (Plan) | $79,974 |
AMERICAN CENTURY1 year Service code 52 · EIN 43-1646043 | Indirect Investment Fees | $0 |
COLUMBIA5 years Service code 52 · EIN 36-3376651 | Indirect Investment Fees | $0 |
INVESCO5 years Service code 52 · EIN 13-2576643 | Indirect Investment Fees | $0 |
JANUS HENDERSON5 years Service code 52 · EIN 84-0592523 | Indirect Investment Fees | $0 |
LEGG MASON3 years Service code 52 · EIN 13-4146187 | Indirect Investment Fees | $0 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $0 |
PGIM INVESTMENTS5 years Service code 52 · EIN 22-3468527 | Indirect Investment Fees | $0 |
PIMCO FUNDS5 years Service code 52 · EIN 95-2632339 | Indirect Investment Fees | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,698 | $87,125-28.0% | $108,405-42.2% | $86,821-27.8% |
| Participation rate | 96.3% | 80.5%+15.7pp | 80.1%+16.1pp | 72.3%+24.0pp |
| Annual return | 16.98% | 25.21%-8.2pp | 905.55%-888.6pp | 97.94%-81.0pp |
| Employer contribution / active EE | $3,170 | $2,477+28.0% | $3,559-10.9% | $2,406+31.8% |
| Participant deferral / active EE | $10,134 | $6,944+45.9% | $6,563+54.4% | $4,132+145.3% |
| Admin fee / account holder | $304 | $130+133.6% | $7,297-95.8% | $170+79.4% |