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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT WEST LIFE & ANNUITY INS COMP Service code 33 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Securities brokerage; Recordkeeping f... | $56,292 |
Filed as: RESOURCES INVESTMENT ADVISORS Service code 27 4860 COLLEGE BLVD STE 100 · OVERLAND PARK, KS 66211 | Advisory (Plan) | $30,020 |
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 | $64,325 | $73,102-12.0% | $123,553-47.9% | $56,289+14.3% |
| Participation rate | 93.4% | 74.3%+19.1pp | 82.3%+11.1pp | 69.9%+23.5pp |
| Annual return | -4.55% | 3.01%-7.6pp | 119.21%-123.8pp | -9.96%+5.4pp |
| Employer contribution / active EE | $1,992 | $2,977-33.1% | $4,628-57.0% | $2,111-5.7% |
| Participant deferral / active EE | $5,020 | $5,423-7.4% | $6,426-21.9% | $3,350+49.9% |
| Admin fee / account holder | $276 | $554-50.2% | $9,284-97.0% | $521-47.0% |