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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT-WEST LIFE & ANNUITY INS. CO. Service code 64 · EIN 84-6467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $41,582 |
LPL FINANCIAL1+ years Filed as: LPL FINANCIAL SERVICES Service code 55 PO BOX 509026 · SAN DIEGO, CA 921509026 | Other Commissions | $0 |
PENSION ASSURANCE LLP1+ years Filed as: PENSION PLANNERS NORTHWEST, INC. Service code 13 1600 VALLEY RIVER DRIVE SUITE 340 · EUGENE, OR 97401 | Contract Administrator | $0 |
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 | $81,557 | $70,002+16.5% | $115,038-29.1% | $52,331+55.8% |
| Participation rate | 100.0% | 72.1%+27.9pp | 81.4%+18.6pp | 68.1%+31.9pp |
| Annual return | 9.71% | 4.04%+5.7pp | 26.14%-16.4pp | 4.54%+5.2pp |
| Employer contribution / active EE | $4,372 | $2,715+61.0% | $4,608-5.1% | $1,882+132.4% |
| Participant deferral / active EE | $5,628 | $4,920+14.4% | $6,026-6.6% | $3,022+86.2% |
| Admin fee / account holder | $173 | $566-69.4% | $8,175-97.9% | $592-70.7% |