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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 6011 WEST COURTYARD DR · AUSTIN, TX 78730 | Advisory (Plan) | $5,657 |
Filed as: GREAT-WEST LIFE & ANNUITY COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $48,132 | $42,396+13.5% | $67,313-28.5% | $56,287-14.5% |
| Participation rate | 83.5% | 61.0%+22.6pp | 69.1%+14.5pp | 69.9%+13.7pp |
| Annual return | -5.86% | -36.63%+30.8pp | -4.08%-1.8pp | -9.96%+4.1pp |
| Employer contribution / active EE | $634 | $1,414-55.2% | $2,566-75.3% | $2,111-70.0% |
| Participant deferral / active EE | $3,501 | $2,360+48.4% | $3,568-1.9% | $3,350+4.5% |
| Admin fee / account holder | $26 | $510-95.0% | $4,507-99.4% | $521-95.1% |