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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 | $100,999 |
MMA SECURITIES LLC2 years Service code 55 PO BOX 9497 · NEW YORK, NY 10087 | Other Commissions | $42,512 |
AMERICAN REALTY ADVISORS2 years Filed as: AMERICAN PENSION Service code 13 | Contract Administrator | $10,000 |
Service code 99 1801 CALIFORNIA STREET · DENVER, CO 80202 | Other Fees | $7,047 |
AMERICAN REALTY ADVISORS5+ years Filed as: AMERICAN PENSION CORPORATION Service code 13 1375 PLAINFIELD AVENUE · WATCHUNG, NJ 07069 | Contract Administrator | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $64,503 | $74,347-13.2% | $93,621-31.1% | $67,582-4.6% |
| Participation rate | 100.0% | 80.6%+19.4pp | 75.8%+24.2pp | 71.3%+28.7pp |
| Annual return | 21.50% | 28.07%-6.6pp | 32.76%-11.3pp | 378.57%-357.1pp |
| Employer contribution / active EE | $2,645 | $2,583+2.4% | $2,719-2.7% | $2,148+23.2% |
| Participant deferral / active EE | $5,555 | $4,060+36.8% | $4,070+36.5% | $3,539+57.0% |
| Admin fee / account holder | $332 | $123+170.3% | $7,890-95.8% | $142+133.1% |