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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 | $2,169 |
AMERICAN REALTY ADVISORS2+ 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 | $40,054 | $74,024-45.9% | $78,002-48.7% | $57,658-30.5% |
| Participation rate | 96.2% | 79.7%+16.4pp | 75.5%+20.6pp | 70.2%+25.9pp |
| Annual return | 19.74% | 12.14%+7.6pp | 425.99%-406.3pp | 5.13%+14.6pp |
| Employer contribution / active EE | $2,808 | $2,365+18.7% | $2,470+13.7% | $1,974+42.3% |
| Participant deferral / active EE | $6,089 | $3,533+72.4% | $3,497+74.1% | $3,061+99.0% |
| Admin fee / account holder | $6 | $93-93.7% | $5,481-99.9% | $95-93.8% |