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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 | $107,853 |
ATWATER MALICK LLC5 years Service code 27 3004 HEMPLAND ROAD, STE 1 · LANCASTER, PA 17601 | Advisory (Plan) | $101,463 |
PA RETIREMENT SOLUTIONS, INC.6+ years Service code 13 · EIN 27-2487837 1110 N MOUNTAIN ROAD · HARRISBURG, PA 17112 | Contract Administrator | $24,900 |
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 | $87,889 | $52,293+68.1% | $178,503-50.8% | $73,412+19.7% |
| Participation rate | 93.3% | 65.3%+28.0pp | 81.9%+11.4pp | 72.2%+21.1pp |
| Annual return | 16.99% | 34.75%-17.8pp | 151.12%-134.1pp | 59.30%-42.3pp |
| Employer contribution / active EE | $2,427 | $1,736+39.8% | $5,011-51.6% | $2,234+8.6% |
| Participant deferral / active EE | $4,231 | $2,333+81.3% | $5,202-18.7% | $3,806+11.2% |
| Admin fee / account holder | $243 | $127+90.5% | $13,987-98.3% | $158+53.7% |