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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT-WEST LIFE & ANNUITY INS. CO. Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $147,673 |
ATWATER MALICK LLC3 years Service code 27 3004 HEMPLAND ROAD, STE 1 · LANCASTER, PA 17601 | Advisory (Plan) | $74,486 |
PA RETIREMENT SOLUTIONS, INC.4+ years Service code 13 · EIN 27-2487837 1110 N MOUNTAIN ROAD · HARRISBURG, PA 17112 | Contract Administrator | $18,800 |
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 | $66,336 | $37,196+78.3% | $154,108-57.0% | $55,725+19.0% |
| Participation rate | 92.1% | 64.1%+28.0pp | 83.0%+9.1pp | 70.9%+21.3pp |
| Annual return | -3.70% | 1319.68%-1323.4pp | 735.21%-738.9pp | 244.93%-248.6pp |
| Employer contribution / active EE | $2,352 | $1,614+45.7% | $5,298-55.6% | $2,078+13.2% |
| Participant deferral / active EE | $4,152 | $2,068+100.8% | $5,081-18.3% | $3,356+23.7% |
| Admin fee / account holder | $239 | $102+134.9% | $13,411-98.2% | $115+107.2% |