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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 | $45,591 |
LPL FINANCIAL2+ years Filed as: LPL FINANCIAL SERVICES Service code 55 PO BOX 509026 · SAN DIEGO, CA 921509026 | Other Commissions | $0 |
PENSION ASSURANCE LLP2+ 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 | $82,155 | $75,183+9.3% | $123,894-33.7% | $55,167+48.9% |
| Participation rate | 100.0% | 72.8%+27.2pp | 81.4%+18.6pp | 69.0%+31.0pp |
| Annual return | 8.48% | 19.01%-10.5pp | 47.52%-39.0pp | 169.23%-160.8pp |
| Employer contribution / active EE | $4,603 | $2,823+63.0% | $4,617-0.3% | $1,963+134.5% |
| Participant deferral / active EE | $6,695 | $5,084+31.7% | $5,984+11.9% | $3,054+119.2% |
| Admin fee / account holder | $166 | $663-75.0% | $8,357-98.0% | $504-67.1% |