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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 8583 154TH AVE NE · REDMOND, WA 98074 | Contract Administrator | $8,357 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $5,973 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $10,238 | $60,545-83.1% | $92,240-88.9% | $69,631-85.3% |
| Participation rate | 77.6% | 72.2%+5.4pp | 76.5%+1.1pp | 70.7%+6.9pp |
| Annual return | 16.52% | 19.71%-3.2pp | 176.29%-159.8pp | 27571.02%-27554.5pp |
| Employer contribution / active EE | $2,920 | $2,633+10.9% | $3,680-20.6% | $2,032+43.7% |
| Participant deferral / active EE | $0 | $2,828-100.0% | $3,897-100.0% | $3,224-100.0% |
| Admin fee / account holder | $54 | $145-62.6% | $5,194-99.0% | $110-50.9% |