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| Provider | Service type | Compensation |
|---|---|---|
SECURITIES AMERICA INC1+ years Service code 55 · EIN 11-2551174 | Other Commissions | $78,559 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 15 · EIN 84-0467907 | Recordkeeping | $2,835 |
PREMIER TRUST1+ years Service code 25 · EIN 88-0501761 | Directed Trustee | $2,000 |
RELIANCE TRUST COMPANY1+ years Service code 19 · EIN 58-1428634 | Securities Custodian | $270 |
Filed as: ENVESTMENT RETIREMENT SOLUTIONS, LL Service code 27 | Advisory (Plan) | $0 |
Service code 27 · EIN 61-1732930 | Advisory (Plan) | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $191,792 | $86,298+122.2% | $111,308+72.3% | $85,847+123.4% |
| Participation rate | 95.0% | 73.3%+21.7pp | 77.3%+17.7pp | 69.3%+25.7pp |
| Annual return | 14.30% | 19.99%-5.7pp | 54.67%-40.4pp | 318.61%-304.3pp |
| Employer contribution / active EE | $1,738 | $2,044-15.0% | $2,732-36.4% | $2,565-32.3% |
| Participant deferral / active EE | $13,079 | $3,641+259.2% | $4,487+191.5% | $3,952+230.9% |
| Admin fee / account holder | $99 | $8,189-98.8% | $7,965-98.8% | $6,261-98.4% |