Filed March 24, 2021 (most recent of 3 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $16,725 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 27 4340 RDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $5,932 |
Filed as: CAPITAL RETIREMENT PLAN SERVICES Service code 13 · EIN 25-1802421 4000 TOWN CENTER BLVD · CANONSBURG, PA 15317 | Contract Administrator | $4,000 |
Filed as: EMPOWER RET ADVISORY SVCS Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $340 |
Filed as: GREAT WEST LIFE AND ANNUITY INSURAN Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
LPL FINANCIAL2 years Service code 27 PO BOX 502533 · SAN DIEGO, CA 921502533 | Advisory (Plan) | $0 |
LPL FINANCIAL2 years Filed as: LPL FINANCIAL LLC Service code 55 4707 EXECUTIVE DR · SAN DIEGO, CA 92121 | Other Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $24,802 | $37,196-33.3% | $154,111-83.9% | $55,725-55.5% |
| Participation rate | 66.3% | 64.1%+2.2pp | 83.0%-16.7pp | 70.9%-4.6pp |
| Annual return | -3.44% | 1319.68%-1323.1pp | 735.18%-738.6pp | 244.93%-248.4pp |
| Employer contribution / active EE | $1,256 | $1,614-22.2% | $5,298-76.3% | $2,078-39.5% |
| Participant deferral / active EE | $0 | $2,068-100.0% | $5,081-100.0% | $3,356-100.0% |
| Admin fee / account holder | $49 | $102-52.0% | $13,411-99.6% | $115-57.6% |