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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 | $38,917 |
SECURITIES AMERICA INC6 years Filed as: SECURITIES AMERICA ADVISORS, INC. Service code 27 12325 PORT GRACE BLVD · LA VISTA, NE 68128 | Advisory (Plan) | $25,816 |
MARINER LLC1 year Filed as: MARINER WEALTH ADVISORS, LLC Service code 27 5700 W 112TH STREET STE. 500 · OVERLAND PARKS, KS 66211 | Advisory (Plan) | $8,312 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,828 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,405 | $56,511-55.0% | $185,837-86.3% | $86,813-70.7% |
| Participation rate | 89.0% | 65.5%+23.5pp | 81.7%+7.3pp | 72.3%+16.7pp |
| Annual return | 13.64% | 118.12%-104.5pp | 122.08%-108.4pp | 97.93%-84.3pp |
| Employer contribution / active EE | $948 | $1,844-48.6% | $5,168-81.6% | $2,406-60.6% |
| Participant deferral / active EE | $1,537 | $2,554-39.8% | $5,568-72.4% | $4,131-62.8% |
| Admin fee / account holder | $200 | $150+33.5% | $16,241-98.8% | $170+17.7% |