See peer percentile detail. $4.99 for your first month.
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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 | $76,991 |
Service code 27 4800 DEER LAKE DR. E, FL. 1 · JACKSONVILLE, FL 322466484 | Advisory (Plan) | $62,116 |
TRUOG-RYDING COMPANY, INC.5 years Filed as: TRUOG-RYDING COMPANY INC Service code 13 2659 TOWNSGATE ROAD, STE. 101 · WESTLAKE VILLAGE, CA 91361 | Contract Administrator | $8,298 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,141 |
Filed as: TRANSAMERICA RETIREMENT SOLUTIONS, Service code 15 · EIN 13-3689044 | Recordkeeping | $2,532 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,258 | $41,647-56.2% | $96,139-81.0% | $86,799-79.0% |
| Participation rate | 94.7% | 50.2%+44.5pp | 68.4%+26.3pp | 72.3%+22.5pp |
| Annual return | 11.97% | 27.24%-15.3pp | 191.94%-180.0pp | 97.91%-85.9pp |
| Employer contribution / active EE | $1,399 | $1,318+6.2% | $2,797-50.0% | $2,405-41.8% |
| Participant deferral / active EE | $1,898 | $2,412-21.3% | $4,349-56.4% | $4,131-54.1% |
| Admin fee / account holder | $281 | $169+66.1% | $5,537-94.9% | $170+65.9% |