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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 15 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $37,196 |
Filed as: PA RETIREMENT SOLUTIONS Service code 13 · EIN 27-2487837 1110 N MOUNTAIN RD · HARRISBURG, PA 17112 | Contract Administrator | $9,988 |
THE INVESTMENT CENTER INC4 years Service code 27 · EIN 22-2699900 | Advisory (Plan) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,146 | $84,493-33.5% | $125,381-55.2% | $66,938-16.1% |
| Participation rate | 98.5% | 76.4%+22.1pp | 82.4%+16.2pp | 69.8%+28.7pp |
| Annual return | -7.73% | -8.49%+0.8pp | 572.31%-580.0pp | 1.58%-9.3pp |
| Employer contribution / active EE | $2,837 | $3,554-20.2% | $4,815-41.1% | $2,545+11.5% |
| Participant deferral / active EE | $5,669 | $6,783-16.4% | $7,448-23.9% | $4,238+33.8% |
| Admin fee / account holder | $260 | $685-62.0% | $10,007-97.4% | $594-56.1% |