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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 50 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Direct Payment | $118,807 |
ALPHA PENSION GROUP, INC.2+ years Service code 50 70 WESTVIEW ST · LEXINGTON, MA 02421 | Direct Payment | $30,000 |
ELEANOR PERRY2+ years Service code 13 · EIN 04-1280745 16 SEVER STREET · BOSTON, MA 02129 | Contract Administrator | $27,148 |
NOVAK FRANCELLA LLC2+ years Service code 10 · EIN 61-1436956 | Accounting | $20,000 |
THE ANGELL PENSION GROUP, INC.2+ years Service code 13 88 BOYD AVENUE · EAST PROVIDENCE, RI 02914 | Contract Administrator | $20,000 |
Service code 49 · EIN 04-6374631 | Other Services | $6,000 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,676 | $44,059+21.8% | $71,671-25.1% | $69,631-22.9% |
| Participation rate | 100.0% | 60.8%+39.2pp | 68.7%+31.3pp | 70.7%+29.3pp |
| Annual return | 12.73% | 21.97%-9.2pp | 20.65%-7.9pp | 27571.02%-27558.3pp |
| Employer contribution / active EE | $4,502 | $1,305+245.0% | $2,460+83.0% | $2,032+121.5% |
| Participant deferral / active EE | $0 | $2,370-100.0% | $3,438-100.0% | $3,224-100.0% |
| Admin fee / account holder | $249 | $108+131.3% | $5,558-95.5% | $110+125.5% |