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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 1110 N. MOUNTAIN ROAD · HARRISBURG, PA 17112 | Contract Administrator | $6,055 |
Filed as: GREAT-WEST LIFE & ANNUITY INSUR CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $450 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,249 | $60,488-13.6% | $109,895-52.5% | $79,393-34.2% |
| Participation rate | 100.0% | 67.0%+33.0pp | 74.2%+25.8pp | 70.7%+29.3pp |
| Annual return | 13.76% | 189.57%-175.8pp | 29.46%-15.7pp | 116.87%-103.1pp |
| Employer contribution / active EE | $2,423 | $1,649+47.0% | $2,843-14.8% | $2,428-0.2% |
| Participant deferral / active EE | $3,427 | $3,220+6.4% | $4,049-15.4% | $4,046-15.3% |
| Admin fee / account holder | $4 | $605-99.3% | $6,067-99.9% | $627-99.3% |