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| Provider | Service type | Compensation |
|---|---|---|
Service code 55 880 CARILON PARKWAY · ST. PETERSBURG, FL 33716 | Other Commissions | $12,017 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 64 8515 ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $11,590 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 815 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $11,268 |
Service code 13 310 W WALL STREET · MIDLAND, TX 79701 | Contract Administrator | $4,120 |
Filed as: PENTEC PENSION MGMT GROUP, INC. Service code 13 | Contract Administrator | $3,236 |
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 | $30,859 | $61,616-49.9% | $105,754-70.8% | $55,167-44.1% |
| Participation rate | 81.0% | 72.9%+8.0pp | 78.9%+2.0pp | 69.0%+12.0pp |
| Annual return | 14.25% | 11.15%+3.1pp | 12.25%+2.0pp | 169.23%-155.0pp |
| Employer contribution / active EE | $0 | $3,043-100.0% | $4,079-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $2,910 | $4,213-30.9% | $5,326-45.4% | $3,054-4.7% |
| Admin fee / account holder | $193 | $379-49.1% | $8,309-97.7% | $504-61.8% |