Filed September 19, 2022 (most recent of 2 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT-WEST LIFE & ANNUITY COMPANY Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $138,613 |
Filed as: ADVISED ASSET GROUP Service code 28 · EIN 84-0467907 | Investment Management | $48,352 |
UBS FINANCIAL SERVICES INC1+ years Filed as: UBS FINANCIAL SERVICES, INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $41,656 |
ELGEE REHFELD MERTZ LLC1+ years Service code 10 9309 GLACIER WAY STE B-200 · JUNEAU, AK 99801 | Accounting | $12,000 |
AXA EQUITABLE LIFE INSURANCE CO1+ years Filed as: AXA EQUITABLE LIFE INSURANCE COMPAN Service code 25 · EIN 13-5570651 | Directed Trustee | $3,428 |
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 | $52,601 | $37,117+41.7% | $147,618-64.4% | $55,191-4.7% |
| Participation rate | 74.2% | 63.6%+10.6pp | 84.6%-10.4pp | 69.2%+5.0pp |
| Annual return | -0.68% | 3.44%-4.1pp | 61.98%-62.7pp | 10.78%-11.5pp |
| Employer contribution / active EE | $2,380 | $1,620+46.8% | $5,564-57.2% | $1,899+25.3% |
| Participant deferral / active EE | $4,014 | $1,985+102.2% | $4,895-18.0% | $3,046+31.8% |
| Admin fee / account holder | $216 | $86+152.1% | $11,612-98.1% | $91+137.6% |