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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILAGE, CO 80111 | Recordkeeping Fees | $22,719 |
Filed as: MACROVIEW INVESTMENT MGMT CO Service code 27 7315 WISCONSIN AVE · BETHESDA, MD 20817 | Advisory (Plan) | $15,412 |
COASTAL PENSION SERVICES1 year Filed as: COASTAL PENSION SERVICES, INC. Service code 13 7230 LEE DEFOREST DRIVE · COLUMBIA, MA 21046 | Contract Administrator | $5,130 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $838 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $37,549 | $89,652-58.1% | $141,191-73.4% | $65,185-42.4% |
| Participation rate | 95.1% | 74.7%+20.4pp | 82.5%+12.6pp | 70.2%+24.9pp |
| Annual return | 29.88% | 32.79%-2.9pp | 71.41%-41.5pp | 29.38%+0.5pp |
| Employer contribution / active EE | $3,696 | $3,065+20.6% | $4,736-22.0% | $2,177+69.8% |
| Participant deferral / active EE | $8,144 | $5,691+43.1% | $6,710+21.4% | $3,514+131.7% |
| Admin fee / account holder | $201 | $569-64.6% | $10,264-98.0% | $847-76.2% |