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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT-WEST LIFE & ANNUITY INS CO Service code 15 · EIN 84-0467907 | Recordkeeping | $78,918 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $36,293 |
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 | $43,516 | $62,928-30.8% | $172,752-74.8% | $67,579-35.6% |
| Participation rate | 86.3% | 64.5%+21.8pp | 82.6%+3.6pp | 71.3%+15.0pp |
| Annual return | 21.94% | 30.36%-8.4pp | 802.97%-781.0pp | 378.56%-356.6pp |
| Employer contribution / active EE | $1,429 | $1,636-12.7% | $5,144-72.2% | $2,148-33.5% |
| Participant deferral / active EE | $3,238 | $2,145+51.0% | $5,198-37.7% | $3,539-8.5% |
| Admin fee / account holder | $138 | $167-17.1% | $13,955-99.0% | $142-2.9% |