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| Provider | Service type | Compensation |
|---|---|---|
RUBINBROWN LLP1 year Service code 10 · EIN 43-0765316 | Accounting | $5,600 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 15 · EIN 84-0467907 | Recordkeeping | $5,288 |
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 | $75,905 | $67,602+12.3% | $82,312-7.8% | $70,126+8.2% |
| Participation rate | 97.4% | 72.8%+24.6pp | 76.9%+20.5pp | 69.5%+27.9pp |
| Annual return | 11.13% | 21.57%-10.4pp | 25.88%-14.7pp | 73.15%-62.0pp |
| Employer contribution / active EE | $1,786 | $1,755+1.8% | $2,428-26.5% | $2,343-23.8% |
| Participant deferral / active EE | $1,713 | $2,987-42.7% | $3,706-53.8% | $3,332-48.6% |
| Admin fee / account holder | $109 | $4,512-97.6% | $5,608-98.1% | $4,646-97.7% |