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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT-WEST LIFE & ANNUITY COMPANY Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $31,893 |
L M KOHN & COMPANY3+ years Service code 27 10151 CARVER ROAD SUITE 100 · CINCINNATI, OH 45242 | Advisory (Plan) | $15,595 |
NBT BANCORP NA3+ years Filed as: NBT BANK NA Service code 13 2 EXECUTIVE PARK DRIVE · BEDFORD, NH 03110 | Contract Administrator | $8,892 |
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 | $63,616 | $64,359-1.2% | $90,161-29.4% | $70,126-9.3% |
| Participation rate | 70.4% | 70.4%0pp | 76.9%-6.5pp | 69.5%+0.9pp |
| Annual return | 17.39% | 28.13%-10.7pp | 34.89%-17.5pp | 73.15%-55.8pp |
| Employer contribution / active EE | $687 | $2,046-66.4% | $3,318-79.3% | $2,343-70.7% |
| Participant deferral / active EE | $9,157 | $4,389+108.6% | $5,287+73.2% | $3,332+174.8% |
| Admin fee / account holder | $295 | $3,945-92.5% | $5,943-95.0% | $4,645-93.6% |