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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT-WEST LIFE & ANNUITY INS. CO. Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $59,031 |
SECURITIES AMERICA INC2 years Filed as: SECURITIES AMERICA ADVISORS, INC. Service code 27 12325 PORT GRACE BLVD · LA VISTA, NE 68128 | Advisory (Plan) | $30,296 |
Filed as: EMPOWER RETIREMENT ADVISORY SVCS Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $637 |
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 | $17,777 | $46,173-61.5% | $170,435-89.6% | $69,631-74.5% |
| Participation rate | 82.6% | 63.9%+18.7pp | 83.6%-1.0pp | 70.7%+11.9pp |
| Annual return | 16.04% | 21.62%-5.6pp | 205.94%-189.9pp | 27571.02%-27555.0pp |
| Employer contribution / active EE | $772 | $1,610-52.1% | $5,432-85.8% | $2,032-62.0% |
| Participant deferral / active EE | $1,258 | $2,080-39.5% | $4,939-74.5% | $3,224-61.0% |
| Admin fee / account holder | $144 | $116+24.3% | $13,881-99.0% | $110+30.5% |