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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT-WEST LIFE & ANNUITY INS CO. Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $34,386 |
JONES GREGG FINANCIAL1+ years Filed as: JONES GREGG FINANCIAL, LLC Service code 27 6733-D FAIRVIEW ROAD · CHARLOTTE, NC 28210 | Advisory (Plan) | $23,065 |
WLR & ASSOCIATES, INC.1+ years Service code 13 · EIN 01-0556486 PO BOX 220157 · CHARLOTTE, NC 28222 | Contract Administrator | $4,263 |
Filed as: ADVISED ASSET GROUP Service code 28 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $557 |
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 | $24,377 | $54,320-55.1% | $67,652-64.0% | $52,331-53.4% |
| Participation rate | 74.9% | 73.6%+1.3pp | 75.7%-0.8pp | 68.1%+6.8pp |
| Annual return | -0.93% | 6.81%-7.7pp | 6625.40%-6626.3pp | 4.54%-5.5pp |
| Employer contribution / active EE | $1,991 | $1,544+29.0% | $2,266-12.1% | $1,882+5.8% |
| Participant deferral / active EE | $3,480 | $2,950+18.0% | $3,560-2.2% | $3,022+15.2% |
| Admin fee / account holder | $173 | $527-67.1% | $4,821-96.4% | $592-70.7% |