| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT-WEST LIFE & ANNUITY INS CO Service code 15 · EIN 84-0467907 | Recordkeeping | $116,501 |
Filed as: PUTNAM INVESTOR SERVICES, INC. Service code 15 ONE POST OFFICE SQUARE · BOSTON, MA 02109 | Recordkeeping | $27,874 |
MOSS ADAMS LLP4+ years Filed as: MOSS ADAMS, LLP Service code 10 PO BOX 748369 · LOS ANGELES, CA 900748369 | Accounting | $14,335 |
VENABLE LLP4+ years Filed as: VENABLE, LLP Service code 10 POST OFFICE BOX 62727 · BALTIMORE, MD 21264 | Accounting | $5,516 |
Filed as: CHARLES SCHWAB & CO, INC Service code 26 · EIN 94-1737782 | Advisory (Participants) | $369 |
CHARLES SCHWAB & CO., INC.4+ years Service code 59 | Shareholder Servicing | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,523 | $73,102-26.8% | $123,553-56.7% | $56,289-4.9% |
| Participation rate | 97.2% | 74.3%+22.9pp | 82.3%+14.9pp | 69.9%+27.4pp |
| Annual return | -6.70% | 3.01%-9.7pp | 119.21%-125.9pp | -9.96%+3.3pp |
| Employer contribution / active EE | $0 | $2,977-100.0% | $4,628-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $0 | $5,423-100.0% | $6,426-100.0% | $3,350-100.0% |
| Admin fee / account holder | $238 | $554-57.0% | $9,284-97.4% | $521-54.3% |