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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 | $1,470 |
TD AMERITRADE, INC.2 years Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage; Direct payment ... | $52 |
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 | $62,493 | $75,284-17.0% | $91,004-31.3% | $69,631-10.3% |
| Participation rate | 100.0% | 80.4%+19.6pp | 75.6%+24.4pp | 70.7%+29.3pp |
| Annual return | 15.93% | 48.40%-32.5pp | 4.60%+11.3pp | 27571.02%-27555.1pp |
| Employer contribution / active EE | $1,938 | $2,473-21.6% | $2,456-21.1% | $2,032-4.7% |
| Participant deferral / active EE | $4,118 | $3,700+11.3% | $3,548+16.1% | $3,224+27.7% |
| Admin fee / account holder | $22 | $111-80.3% | $5,417-99.6% | $110-80.3% |