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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 | $54,009 |
MMA SECURITIES LLC1 year Service code 55 PO BOX 9497 · NEW YORK, NY 10087 | Other Commissions | $38,927 |
AMERICAN REALTY ADVISORS1 year Filed as: AMERICAN PENSION Service code 13 | Contract Administrator | $10,000 |
Service code 99 1801 CALIFORNIA STREET · DENVER, CO 80202 | Other Fees | $5,401 |
AMERICAN REALTY ADVISORS4+ years Filed as: AMERICAN PENSION CORPORATION Service code 13 1375 PLAINFIELD AVENUE · WATCHUNG, NJ 07069 | Contract Administrator | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $51,492 | $65,223-21.1% | $80,022-35.7% | $55,725-7.6% |
| Participation rate | 97.3% | 80.6%+16.7pp | 75.8%+21.5pp | 70.9%+26.4pp |
| Annual return | -6.60% | 7.59%-14.2pp | 11.22%-17.8pp | 244.93%-251.5pp |
| Employer contribution / active EE | $2,666 | $2,544+4.8% | $2,468+8.0% | $2,078+28.3% |
| Participant deferral / active EE | $5,503 | $3,881+41.8% | $3,686+49.3% | $3,356+64.0% |
| Admin fee / account holder | $169 | $114+47.8% | $6,521-97.4% | $115+46.5% |