| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT-WEST TRUST COMPANY, LLC Service code 15 ATTN 401K OPERATIONS · DENVER, CO 802561148 | Recordkeeping | $71,137 |
BLACKROCK1+ years Service code 21 · EIN 94-3112180 | Bank Trustee | $327 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,690 | $83,458-98.0% | $123,105-98.6% | $67,505-97.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 86.8%+13.2pp | 71.2%+28.8pp |
| Annual return | -21.64% | 1.29%-22.9pp | 13.22%-34.9pp | 6.52%-28.2pp |
| Employer contribution / active EE | $1,670 | $3,087-45.9% | $5,151-67.6% | $2,173-23.1% |
| Participant deferral / active EE | $0 | $5,379-100.0% | $6,229-100.0% | $3,597-100.0% |
| Admin fee / account holder | $6 | $60-89.1% | $9,014-99.9% | $56-88.4% |