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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 49 · EIN 84-0467907 | Other Services | $18,499 |
ALLSPRING1 year Service code 52 · EIN 41-0449260 | Indirect Investment Fees | $0 |
Filed as: CAUSEWAY Service code 52 · EIN 95-4861680 | Indirect Investment Fees | $0 |
DIMENSIONAL FUND ADVISORS5 years Service code 52 · EIN 36-3129984 | Indirect Investment Fees | $0 |
INVESCO3 years Service code 52 · EIN 13-3867060 | Indirect Investment Fees | $0 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $0 |
Service code 52 · EIN 95-4597302 | Indirect Investment Fees | $0 |
T ROWE PRICE RPS INC5 years Filed as: T. ROWE PRICE Service code 52 · EIN 52-1827505 | Indirect Investment Fees | $0 |
THE VANGUARD GROUP, INC.5 years Filed as: VANGUARD Service code 52 · EIN 51-0082711 | Indirect Investment Fees | $0 |
VICTORY5 years Service code 52 · EIN 31-6364605 | Indirect Investment Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,616 | $58,344-9.8% | $98,483-46.6% | $86,821-39.4% |
| Participation rate | 65.6% | 68.4%-2.8pp | 73.3%-7.7pp | 72.3%-6.7pp |
| Annual return | 16.50% | 43.47%-27.0pp | 1494.38%-1477.9pp | 97.94%-81.4pp |
| Employer contribution / active EE | $1,267 | $2,008-36.9% | $2,961-57.2% | $2,406-47.4% |
| Participant deferral / active EE | $2,578 | $3,156-18.3% | $4,276-39.7% | $4,132-37.6% |
| Admin fee / account holder | $40 | $138-70.9% | $5,953-99.3% | $170-76.3% |