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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT-WEST LIFE & ANNUITY COMPANY Service code 50 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Direct Payment | $3,011 |
TD AMERITRADE, INC.1 year Service code 33 200 S 108TH AVENUE · OMAHA, NE 68154 | Direct payment from the plan; Securit... | $190 |
Form 5500 reported that benefits due were not provided when due.
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 | $56,989 | $74,024-23.0% | $78,002-26.9% | $57,658-1.2% |
| Participation rate | 100.0% | 79.7%+20.3pp | 75.5%+24.5pp | 70.2%+29.8pp |
| Annual return | 9.00% | 12.14%-3.1pp | 425.99%-417.0pp | 5.13%+3.9pp |
| Employer contribution / active EE | $1,798 | $2,365-24.0% | $2,470-27.2% | $1,974-8.9% |
| Participant deferral / active EE | $3,760 | $3,533+6.4% | $3,497+7.5% | $3,061+22.9% |
| Admin fee / account holder | $27 | $93-71.3% | $5,481-99.5% | $95-71.7% |