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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 | $2,063 |
TD AMERITRADE, INC.3 years Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Direct payment from the plan; Securit... | $42 |
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 | $55,872 | $65,223-14.3% | $80,022-30.2% | $55,725+0.3% |
| Participation rate | 86.4% | 80.6%+5.8pp | 75.8%+10.5pp | 70.9%+15.5pp |
| Annual return | -4.89% | 7.59%-12.5pp | 11.22%-16.1pp | 244.93%-249.8pp |
| Employer contribution / active EE | $1,645 | $2,544-35.3% | $2,468-33.3% | $2,078-20.8% |
| Participant deferral / active EE | $3,675 | $3,881-5.3% | $3,686-0.3% | $3,356+9.5% |
| Admin fee / account holder | $8 | $114-92.6% | $6,521-99.9% | $115-92.7% |