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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT WEST LIFE & ANNUITY INS. CO. Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $21,883 |
LPL FINANCIAL1+ years Filed as: LPL FINANCIAL LLC Service code 55 P.O. BOX 509026 · SAN DIEGO, CA 921509026 | Other Commissions | $17,495 |
Filed as: ADMINISTRATIVE RETIREMENT SERV Service code 13 · EIN 36-4212397 | Contract Administrator | $5,178 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $16,850 | $43,550-61.3% | $63,244-73.4% | $52,331-67.8% |
| Participation rate | 100.0% | 65.7%+34.3pp | 71.0%+29.0pp | 68.1%+31.9pp |
| Annual return | 1.69% | 2.03%-0.3pp | -70.31%+72.0pp | 4.54%-2.9pp |
| Employer contribution / active EE | $2,687 | $1,351+98.8% | $2,322+15.7% | $1,882+42.8% |
| Participant deferral / active EE | $3,903 | $2,254+73.2% | $2,953+32.2% | $3,022+29.2% |
| Admin fee / account holder | $85 | $387-78.1% | $5,893-98.6% | $592-85.7% |