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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH PIERCE FENNER SMITH Service code 28 · EIN 13-5674085 | Investment Management | $31,312 |
Filed as: GREAT-WEST LIFE & ANNUTIY INSURANCE Service code 64 COMPANY · GREENWOOD VILAGE, CO 80111 | Recordkeeping Fees | $14,962 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $7,634 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $386,385 | $52,967+629.5% | $172,753+123.7% | $65,186+492.7% |
| Participation rate | 99.0% | 66.2%+32.8pp | 82.6%+16.4pp | 70.2%+28.8pp |
| Annual return | 27.40% | 30.12%-2.7pp | 803.00%-775.6pp | 29.39%-2.0pp |
| Employer contribution / active EE | $7,353 | $2,190+235.7% | $5,144+42.9% | $2,177+237.8% |
| Participant deferral / active EE | $16,770 | $2,471+578.7% | $5,198+222.6% | $3,514+377.2% |
| Admin fee / account holder | $279 | $472-40.9% | $13,956-98.0% | $847-67.1% |