| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT-WEST LIFE & ANNUITY INS. CO Service code 15 · EIN 84-0467907 | Recordkeeping | $941,194 |
HYAS GROUP, LLC7+ years Service code 27 · EIN 26-2924761 | Advisory (Plan) | $115,863 |
MOSS ADAMS LLP7+ years Filed as: MOSS ADAMS, LLP Service code 10 PO BOX 101822 · PASADENA, CA 911891822 | Accounting | $61,950 |
VENABLE LLP7+ years Filed as: VENABLE, LLP Service code 10 · EIN 52-0517250 | Accounting | $39,777 |
CHARLES SCHWAB & CO., INC.7+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $7,406 |
Plan reported corrective distributions (failed ADP/ACP testing).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $168,153 | $120,450+39.6% | $159,495+5.4% | $93,010+80.8% |
| Participation rate | 94.3% | 78.0%+16.3pp | 82.8%+11.5pp | 73.9%+20.4pp |
| Annual return | 20.17% | 27.11%-6.9pp | 263.72%-243.5pp | 158.70%-138.5pp |
| Employer contribution / active EE | $3,145 | $3,526-10.8% | $4,831-34.9% | $2,705+16.3% |
| Participant deferral / active EE | $13,144 | $7,283+80.5% | $7,354+78.7% | $4,561+188.2% |
| Admin fee / account holder | $156 | $137+14.4% | $10,804-98.6% | $152+3.1% |