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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT WEST LIFE & ANNUITY INS. CO. Service code 52 · EIN 84-0467907 | Indirect Investment Fees | $19,148 |
ALLSPRING1 year Service code 52 · EIN 84-6615098 | Indirect Investment Fees | $0 |
AMERICAN REALTY ADVISORS4 years Filed as: AMERICAN BEACON Service code 52 · EIN 75-2401150 | Indirect Investment Fees | $0 |
AMERICAN FUNDS4 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
EATON VANCE4 years Service code 52 · EIN 13-2706484 | Indirect Investment Fees | $0 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 49 · EIN 84-0467907 | Other Services | $0 |
JANUS HENDERSON4 years Service code 52 · EIN 84-0592523 | Indirect Investment Fees | $0 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $0 |
PIONEER4 years Service code 52 · EIN 04-2652279 | Indirect Investment Fees | $0 |
T ROWE PRICE RPS INC4 years Filed as: T. ROWE PRICE Service code 52 · EIN 65-1253987 | Indirect Investment Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,419 | $93,182-30.9% | $146,685-56.1% | $79,393-18.9% |
| Participation rate | 45.9% | 76.4%-30.6pp | 80.1%-34.2pp | 70.7%-24.8pp |
| Annual return | 13.08% | 21.61%-8.5pp | 22.75%-9.7pp | 116.87%-103.8pp |
| Employer contribution / active EE | $319 | $2,420-86.8% | $4,137-92.3% | $2,428-86.9% |
| Participant deferral / active EE | $1,638 | $4,169-60.7% | $5,507-70.2% | $4,046-59.5% |
| Admin fee / account holder | $262 | $585-55.2% | $10,281-97.4% | $627-58.1% |