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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT WEST LIFE & ANNUITY INS CO Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
PACKERLAND BROKERAGE SERVICES5+ years Service code 55 432 SECURITY BLVD. STE 101 · GREEN BAY, WI 54313 | Other Commissions | $0 |
THE VARGO COMPANY5+ years Service code 13 · EIN 27-4305376 4932 IROQUOIS AVENUE · ERIE, PA 16511 | Contract Administrator | $0 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $44,265 | $109,359-59.5% | $162,177-72.7% | $72,975-39.3% |
| Participation rate | 75.5% | 84.3%-8.8pp | 87.6%-12.1pp | 69.5%+6.0pp |
| Annual return | 20.63% | 25.46%-4.8pp | 115.60%-95.0pp | 81.01%-60.4pp |
| Employer contribution / active EE | $3,719 | $3,907-4.8% | $5,613-33.7% | $2,440+52.4% |
| Participant deferral / active EE | $6,394 | $5,481+16.7% | $7,297-12.4% | $3,608+77.2% |
| Admin fee / account holder | $0 | $7,972-100.0% | $10,843-100.0% | $5,124-100.0% |