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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT-WEST LIFE & ANNUITY COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $46,054 |
SHERIDAN ROAD ADVISORS LLC2 years Service code 27 707 SKOKIE BLVD STE 400 · NORTHBROOK, IL 60062 | Advisory (Plan) | $25,000 |
Filed as: SVA CERTIFIED PUBLIC ACCOUNTANTS S Service code 10 1221 JOHN Q HAMMONS DR · MADISON, WI 537444968 | Accounting | $10,488 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,805 |
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 | $184,346 | $52,293+252.5% | $178,503+3.3% | $73,412+151.1% |
| Participation rate | 98.2% | 65.3%+32.9pp | 81.9%+16.3pp | 72.2%+26.1pp |
| Annual return | 16.74% | 34.75%-18.0pp | 151.12%-134.4pp | 59.30%-42.6pp |
| Employer contribution / active EE | $5,027 | $1,736+189.5% | $5,011+0.3% | $2,234+125.0% |
| Participant deferral / active EE | $5,333 | $2,333+128.6% | $5,202+2.5% | $3,806+40.1% |
| Admin fee / account holder | $222 | $127+74.3% | $13,987-98.4% | $158+40.6% |