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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 | $23,491 |
Filed as: MACROVIEW INVESTMENT MGMT CO Service code 27 7315 WISCONSIN AVE · BETHESDA, MD 20817 | Advisory (Plan) | $21,137 |
COASTAL PENSION SERVICES2 years Filed as: COASTAL PENSION SERVICES, INC. Service code 13 7230 LEE DEFOREST DRIVE · COLUMBIA, MA 21046 | Contract Administrator | $6,320 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,196 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,350 | $99,957-65.6% | $149,730-77.1% | $73,493-53.3% |
| Participation rate | 93.0% | 75.7%+17.3pp | 82.5%+10.5pp | 70.7%+22.3pp |
| Annual return | 27.48% | 53.87%-26.4pp | 276.70%-249.2pp | 28.51%-1.0pp |
| Employer contribution / active EE | $3,366 | $3,191+5.5% | $4,645-27.5% | $2,270+48.3% |
| Participant deferral / active EE | $8,679 | $6,073+42.9% | $6,843+26.8% | $3,740+132.1% |
| Admin fee / account holder | $163 | $551-70.3% | $9,310-98.2% | $513-68.1% |