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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 | $32,221 |
H BECK INC3+ years Filed as: H. BECK, INC. Service code 55 11140 ROCKVILLE PIKE · ROCKVILLE, MD 20852 | Other Commissions | $19,393 |
PA RETIREMENT SOLUTIONS, INC.3+ years Service code 13 · EIN 27-2487837 1110 N MOUNTAIN RD · HARRISBURG, PA 17112 | Contract Administrator | $7,538 |
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 | $50,488 | $59,535-15.2% | $90,161-44.0% | $62,293-19.0% |
| Participation rate | 91.7% | 73.0%+18.7pp | 76.9%+14.9pp | 69.5%+22.2pp |
| Annual return | 18.98% | 23.53%-4.5pp | 34.89%-15.9pp | 28.90%-9.9pp |
| Employer contribution / active EE | $1,042 | $1,826-42.9% | $3,318-68.6% | $2,042-49.0% |
| Participant deferral / active EE | $4,340 | $4,639-6.4% | $5,287-17.9% | $3,169+36.9% |
| Admin fee / account holder | $232 | $337-31.0% | $5,943-96.1% | $479-51.5% |