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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 | $33,458 |
PA RETIREMENT SOLUTIONS, INC.7+ years Service code 13 · EIN 27-2487837 1110 N. MOUNTAIN ROAD · HARRISBURG, PA 17112 | Contract Administrator | $10,945 |
Filed as: CAMBRIDGE INVESTMENT RESEARCH, INC. Service code 55 | Other Commissions | $9,877 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $796 |
Filed as: CAMBRIDGE INVESTMENT RESEARCH INC. Service code 55 1776 PLEASANT PLAIN RD · FAIRFIELD, IA 52556 | Other Commissions | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,972 | $61,156-65.7% | $185,823-88.7% | $79,386-73.6% |
| Participation rate | 91.9% | 66.6%+25.3pp | 81.7%+10.2pp | 70.7%+21.2pp |
| Annual return | 14.02% | 19.45%-5.4pp | 122.05%-108.0pp | 116.85%-102.8pp |
| Employer contribution / active EE | $1,055 | $2,321-54.5% | $5,167-79.6% | $2,427-56.5% |
| Participant deferral / active EE | $1,590 | $2,789-43.0% | $5,568-71.4% | $4,046-60.7% |
| Admin fee / account holder | $200 | $710-71.8% | $16,237-98.8% | $626-68.1% |