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 | $54,421 |
Filed as: THE ANGELL PENSION GROUP INC Service code 13 88 BOYD AVENUE · E. PROVIDENCE, RI 02914 | Contract Administrator | $10,000 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,588 |
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 | $120,099 | $136,307-11.9% | $177,840-32.5% | $73,493+63.4% |
| Participation rate | 97.5% | 86.1%+11.4pp | 87.7%+9.7pp | 70.7%+26.8pp |
| Annual return | 16.96% | 18.68%-1.7pp | 48.32%-31.4pp | 28.51%-11.5pp |
| Employer contribution / active EE | $9,693 | $3,712+161.1% | $5,919+63.8% | $2,270+327.0% |
| Participant deferral / active EE | $6,731 | $5,829+15.5% | $7,714-12.7% | $3,740+80.0% |
| Admin fee / account holder | $308 | $596-48.4% | $12,431-97.5% | $513-40.1% |