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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT WEST TRUST COMPANY, LLC Service code 19 · EIN 84-1474245 | Securities Custodian | $456,468 |
Filed as: JP MORGAN INVESTMENT MANAGEMENT Service code 19 · EIN 13-3200244 | Securities Custodian | $225,008 |
MERCER3+ years Service code 11 · EIN 13-2834414 | Actuarial | $38,775 |
Filed as: EMPOWER Service code 15 · EIN 84-0467907 | Recordkeeping | $5,049 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $0 | $0 | $180,484-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 10.1%-10.1pp | 0.0%0pp |
| Annual return | 10.38% | 35.86%-25.5pp | 10.53%-0.1pp | 17.84%-7.5pp |
| Employer contribution / active EE | $0 | $23,588-100.0% | $29,360-100.0% | $14,688-100.0% |
| Participant deferral / active EE | $0 | $317-100.0% | $54-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $1,273-100.0% | - |