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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 | $23,553 |
H BECK INC2+ years Filed as: H. BECK, INC. Service code 55 11140 ROCKVILLE PIKE · ROCKVILLE, MD 20852 | Other Commissions | $16,411 |
PA RETIREMENT SOLUTIONS, INC.2+ years Service code 13 · EIN 27-2487837 1110 N MOUNTAIN RD · HARRISBURG, PA 17112 | Contract Administrator | $1,196 |
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 | $51,246 | $51,2440% | $80,977-36.7% | $55,167-7.1% |
| Participation rate | 89.9% | 71.7%+18.2pp | 75.8%+14.1pp | 69.0%+20.9pp |
| Annual return | 11.97% | 17.39%-5.4pp | 17.11%-5.1pp | 169.23%-157.3pp |
| Employer contribution / active EE | $1,001 | $1,770-43.5% | $3,715-73.1% | $1,963-49.0% |
| Participant deferral / active EE | $4,039 | $4,418-8.6% | $5,696-29.1% | $3,054+32.2% |
| Admin fee / account holder | $203 | $398-49.0% | $5,517-96.3% | $504-59.7% |