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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 | $42,139 |
JONES GREGG FINANCIAL2+ years Filed as: JONES GREGG FINANCIAL, LLC Service code 27 6733-D FAIRVIEW ROAD · CHARLOTTE, NC 28210 | Advisory (Plan) | $28,386 |
WLR & ASSOCIATES, INC.2+ years Service code 13 · EIN 01-0556486 5500 77 CENTER DRIVE, SUITE 150 · CHARLOTTE, NC 28217 | Contract Administrator | $11,354 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $930 |
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 | $26,386 | $63,905-58.7% | $74,184-64.4% | $57,658-54.2% |
| Participation rate | 76.3% | 79.8%-3.4pp | 76.6%-0.3pp | 70.2%+6.1pp |
| Annual return | 21.12% | 60.60%-39.5pp | 17.74%+3.4pp | 5.13%+16.0pp |
| Employer contribution / active EE | $2,062 | $1,840+12.1% | $2,370-13.0% | $1,974+4.5% |
| Participant deferral / active EE | $3,455 | $3,448+0.2% | $3,550-2.7% | $3,061+12.9% |
| Admin fee / account holder | $156 | $91+71.6% | $5,586-97.2% | $95+65.3% |