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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT WEST LIFE & ANNUITY CO Service code 64 8515 E ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $44,433 |
DA DAVIDSON & CO1+ years Service code 55 8 THIRD ST NORTH · GREAT FALLS, MT 59401 | Other Commissions | $36,178 |
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 | $33,217 | $46,360-28.4% | $147,617-77.5% | $52,331-36.5% |
| Participation rate | 82.5% | 64.9%+17.5pp | 84.6%-2.2pp | 68.1%+14.4pp |
| Annual return | 0.32% | 1.62%-1.3pp | 61.98%-61.7pp | 4.54%-4.2pp |
| Employer contribution / active EE | $1,991 | $2,126-6.4% | $5,564-64.2% | $1,882+5.8% |
| Participant deferral / active EE | $2,233 | $2,258-1.1% | $4,895-54.4% | $3,022-26.1% |
| Admin fee / account holder | $184 | $766-75.9% | $11,612-98.4% | $592-68.9% |