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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 SERVICES6+ years Service code 55 432 SECURITY BLVD. STE 101 · GREEN BAY, WI 54313 | Other Commissions | $0 |
THE VARGO COMPANY6+ years Service code 13 · EIN 27-4305376 4932 IROQUOIS AVENUE · ERIE, PA 16511 | Contract Administrator | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $47,888 | $123,793-61.3% | $177,840-73.1% | $79,852-40.0% |
| Participation rate | 62.2% | 84.7%-22.5pp | 87.7%-25.6pp | 69.6%-7.5pp |
| Annual return | 13.72% | 22.82%-9.1pp | 48.32%-34.6pp | 31.72%-18.0pp |
| Employer contribution / active EE | $1,593 | $4,095-61.1% | $5,919-73.1% | $2,471-35.6% |
| Participant deferral / active EE | $4,173 | $5,956-29.9% | $7,714-45.9% | $3,740+11.6% |
| Admin fee / account holder | $0 | $7,243-100.0% | $12,431-100.0% | $5,306-100.0% |