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| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 04-6374631 | Other Services | $41,211 |
ALPHA PENSION GROUP, INC.5+ years Service code 27 396 COMMONWEALTH AVE UNIT D · BOSTON, MA 02215 | Advisory (Plan) | $30,000 |
NOVAK FRANCELLA LLC5+ years Service code 10 · EIN 61-1436956 | Accounting | $21,300 |
THE ANGELL PENSION GROUP, INC.5+ years Service code 13 88 BOYD AVENUE · EAST PROVIDENCE, RI 02914 | Contract Administrator | $10,000 |
Service code 10 TWO INTERNATIONAL DRIVE · PORTSMOUTH, NH 03801 | Accounting | $5,922 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 50 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Direct Payment | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,586 | $51,288+8.4% | $81,982-32.2% | $73,412-24.3% |
| Participation rate | 100.0% | 64.0%+36.0pp | 69.3%+30.7pp | 72.2%+27.8pp |
| Annual return | 11.83% | 29.48%-17.6pp | 41.31%-29.5pp | 59.30%-47.5pp |
| Employer contribution / active EE | $2,680 | $1,487+80.3% | $2,498+7.3% | $2,234+20.0% |
| Participant deferral / active EE | $0 | $2,715-100.0% | $3,722-100.0% | $3,806-100.0% |
| Admin fee / account holder | $110 | $125-11.8% | $5,665-98.0% | $158-30.0% |