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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 | $2,888 |
AMERICAN REALTY ADVISORS3+ years Filed as: AMERICAN PENSION CORPORATION Service code 13 1375 PLAINFIELD AVENUE · WATCHUNG, NJ 07069 | Contract Administrator | -$1,147 |
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 | $51,759 | $75,284-31.2% | $91,004-43.1% | $69,631-25.7% |
| Participation rate | 97.0% | 80.4%+16.6pp | 75.6%+21.4pp | 70.7%+26.3pp |
| Annual return | 19.62% | 48.40%-28.8pp | 4.60%+15.0pp | 27571.02%-27551.4pp |
| Employer contribution / active EE | $2,684 | $2,473+8.5% | $2,456+9.3% | $2,032+32.1% |
| Participant deferral / active EE | $5,814 | $3,700+57.1% | $3,548+63.9% | $3,224+80.4% |
| Admin fee / account holder | $7 | $111-93.2% | $5,417-99.9% | $110-93.2% |