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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 2701 BICKFORD AVE · SNOHOMISH, WA 98290 | Contract Administrator | $8,681 |
Filed as: GREAT WEST LIFE & ANNUITY Service code 15 8515 EAST ORDCAHRD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $5,137 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $9,152 | $65,367-86.0% | $92,915-90.2% | $72,976-87.5% |
| Participation rate | 94.0% | 68.3%+25.7pp | 76.0%+18.0pp | 69.5%+24.6pp |
| Annual return | 16.69% | 42.11%-25.4pp | 109.45%-92.8pp | 81.02%-64.3pp |
| Employer contribution / active EE | $2,581 | $2,594-0.5% | $3,653-29.4% | $2,440+5.8% |
| Participant deferral / active EE | $0 | $3,128-100.0% | $4,238-100.0% | $3,608-100.0% |
| Admin fee / account holder | $119 | $4,251-97.2% | $5,796-98.0% | $5,124-97.7% |