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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT-WEST LIFE & ANNUITY INSURANC Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $106,817 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $30,581 |
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 | $99,175 | $176,471-43.8% | $95,968+3.3% | $90,274+9.9% |
| Participation rate | 85.9% | 86.6%-0.7pp | 77.1%+8.8pp | 73.4%+12.5pp |
| Annual return | 15.15% | 20.15%-5.0pp | 91.65%-76.5pp | 53.97%-38.8pp |
| Employer contribution / active EE | $3,676 | $2,783+32.1% | $2,542+44.6% | $2,523+45.7% |
| Participant deferral / active EE | $4,494 | $5,325-15.6% | $4,167+7.8% | $4,231+6.2% |
| Admin fee / account holder | $74 | $154-52.3% | $6,798-98.9% | $114-35.4% |