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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $68,956 |
Service code 27 24 E COTA ST STE 200 · SANTA BARBARA, CA 93101 | Advisory (Plan) | $41,814 |
TD AMERITRADE, INC.2+ years Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $1,518 |
Filed as: GREAT-WEST LIFE & ANNUITY Service code 15 | Recordkeeping | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $81,854 | $155,795-47.5% | $136,297-39.9% | $69,631+17.6% |
| Participation rate | 86.6% | 75.2%+11.3pp | 81.9%+4.7pp | 70.7%+15.9pp |
| Annual return | 16.84% | 232464.33%-232447.5pp | 5156.19%-5139.4pp | 27571.02%-27554.2pp |
| Employer contribution / active EE | $1,726 | $2,991-42.3% | $4,696-63.2% | $2,032-15.1% |
| Participant deferral / active EE | $4,182 | $5,394-22.5% | $6,247-33.1% | $3,224+29.7% |
| Admin fee / account holder | $196 | $128+52.8% | $9,244-97.9% | $110+77.4% |