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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT-WEST LIFE & ANNUITY INS. CO. Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,619 |
AMERICAN REALTY ADVISORS1+ years Filed as: AMERICAN PENSION CORPORATION Service code 13 1375 PLAINFIELD AVENUE · WATCHUNG, NJ 07069 | Contract Administrator | $0 |
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 | $27,467 | $62,324-55.9% | $68,509-59.9% | $55,191-50.2% |
| Participation rate | 93.8% | 78.9%+14.9pp | 74.7%+19.0pp | 69.2%+24.6pp |
| Annual return | 3.73% | 4.26%-0.5pp | 8.27%-4.5pp | 10.78%-7.1pp |
| Employer contribution / active EE | $2,612 | $2,223+17.5% | $2,278+14.7% | $1,899+37.6% |
| Participant deferral / active EE | $5,643 | $3,425+64.7% | $3,382+66.8% | $3,046+85.2% |
| Admin fee / account holder | $4 | $91-96.0% | $5,275-99.9% | $91-96.0% |