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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT-WEST LIFE & ANNUITY COMPANY Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $24,114 |
LPL FINANCIAL2+ years Filed as: LPL FINANCIAL LLC Service code 55 PO BOX 509026 · SAN DIEGO, CA 92150 | Other Commissions | $21,142 |
DA DAVIDSON & CO2+ years Service code 55 8 THIRD STREET NORTH · GREAT FALLS, MT 59401 | Other Commissions | $5,285 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,019 | $56,629-47.0% | $77,999-61.5% | $55,167-45.6% |
| Participation rate | 74.3% | 73.3%+1.0pp | 75.5%-1.3pp | 69.0%+5.3pp |
| Annual return | 4.26% | 2866.98%-2862.7pp | 425.96%-421.7pp | 169.23%-165.0pp |
| Employer contribution / active EE | $459 | $1,723-73.4% | $2,470-81.4% | $1,963-76.6% |
| Participant deferral / active EE | $2,273 | $2,777-18.2% | $3,497-35.0% | $3,054-25.6% |
| Admin fee / account holder | $116 | $467-75.2% | $5,480-97.9% | $504-77.0% |