Filed May 19, 2025 (most recent of 6 filings on file)
Total covered: 2 employees
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $44,756 |
Filed as: THE ANGELL PENSION GROUP INC Service code 13 88 BOYD AVENUE · E. PROVIDENCE, RI 02914 | Contract Administrator | $2,500 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,745 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $94,443 | $98,982-4.6% | $162,177-41.8% | $65,185+44.9% |
| Participation rate | 97.1% | 85.8%+11.3pp | 87.6%+9.5pp | 70.2%+26.9pp |
| Annual return | 25.15% | 24.84%+0.3pp | 115.60%-90.5pp | 29.38%-4.2pp |
| Employer contribution / active EE | $8,102 | $3,467+133.7% | $5,613+44.3% | $2,177+272.2% |
| Participant deferral / active EE | $5,166 | $5,384-4.0% | $7,297-29.2% | $3,514+47.0% |
| Admin fee / account holder | $218 | $596-63.4% | $10,843-98.0% | $847-74.2% |