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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT WEST LIFE AND ANNUITY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $115,354 |
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $26,087 |
Filed as: GWFS EQUITIES INC Service code 33 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Shareholder servicing fees; Securitie... | $250 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $133,615 | $95,542+39.8% | $69,461+92.4% | $67,579+97.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 74.6%+25.4pp | 71.3%+28.7pp |
| Annual return | 17.62% | 17.67%0pp | 28.97%-11.3pp | 378.56%-360.9pp |
| Employer contribution / active EE | $6,805 | $2,989+127.7% | $2,779+144.8% | $2,148+216.8% |
| Participant deferral / active EE | $3,128 | $3,263-4.1% | $3,536-11.5% | $3,539-11.6% |
| Admin fee / account holder | $101 | $90+12.3% | $3,840-97.4% | $142-29.1% |