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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT-WEST LIFE & ANNUITY INS CO Service code 15 · EIN 84-0467907 | Recordkeeping | $69,755 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $28,624 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $37,364 | $37,196+0.5% | $154,108-75.8% | $55,725-32.9% |
| Participation rate | 84.4% | 64.1%+20.3pp | 83.0%+1.4pp | 70.9%+13.5pp |
| Annual return | -5.26% | 1319.68%-1324.9pp | 735.21%-740.5pp | 244.93%-250.2pp |
| Employer contribution / active EE | $1,388 | $1,614-14.0% | $5,298-73.8% | $2,078-33.2% |
| Participant deferral / active EE | $3,331 | $2,068+61.1% | $5,081-34.4% | $3,356-0.7% |
| Admin fee / account holder | $124 | $102+22.0% | $13,411-99.1% | $115+7.6% |