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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT-WEST LIFE & ANNUITY CO. Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $64,483 |
Service code 55 5707 SW PKWY BLDG 2 STE 400 · AUSTIN, TX 78735 | Other Commissions | $29,559 |
AMERIBEN3+ years Filed as: AMERIBEN/IEC GROUP Service code 13 | Contract Administrator | $8,341 |
AMERIBEN3+ years Filed as: AMERIBEN IEC GROUP Service code 13 P.O. BOX 7186 · BOISE, ID 83707 | Contract Administrator | $6,250 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $440 |
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 | $32,355 | $54,368-40.5% | $117,039-72.4% | $62,293-48.1% |
| Participation rate | 86.1% | 64.9%+21.1pp | 77.2%+8.9pp | 69.5%+16.6pp |
| Annual return | 16.94% | 21.77%-4.8pp | 18.95%-2.0pp | 28.90%-12.0pp |
| Employer contribution / active EE | $1,718 | $1,692+1.5% | $3,785-54.6% | $2,042-15.9% |
| Participant deferral / active EE | $3,496 | $2,269+54.1% | $3,929-11.0% | $3,169+10.3% |
| Admin fee / account holder | $212 | $493-57.0% | $5,974-96.5% | $479-55.8% |