| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT-WEST LIFE & ANNUITY INS. CO Service code 15 · EIN 84-0467907 | Recordkeeping | $209,784 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 16 · EIN 84-1532243 | Consulting | $62,333 |
Filed as: GWFS EQUITIES INC Service code 33 · EIN 84-0965407 | Shareholder servicing fees; Distribut... | $250 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,061 | $120,450-41.0% | $159,495-55.4% | $93,010-23.6% |
| Participation rate | 81.2% | 78.0%+3.2pp | 82.8%-1.6pp | 73.9%+7.3pp |
| Annual return | 30.45% | 27.11%+3.3pp | 263.72%-233.3pp | 158.70%-128.3pp |
| Employer contribution / active EE | $2,414 | $3,526-31.5% | $4,831-50.0% | $2,705-10.7% |
| Participant deferral / active EE | $5,484 | $7,283-24.7% | $7,354-25.4% | $4,561+20.2% |
| Admin fee / account holder | $59 | $137-56.8% | $10,804-99.5% | $152-61.0% |