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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT-WEST LIFE & ANNUITY INS Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $15,441 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,259 |
ASCENSUS LLC1 year Filed as: ASCENSUS HOLDINGS INC DBA ASCENSUS Service code 13 200 DRYDEN RD · DRESHER, PA 19025 | Contract Administrator | $1,825 |
ASCENSUS LLC1 year Filed as: ASCENSUS HOLDINGS INC DBA ASENSUS L Service code 13 | Contract Administrator | $1,352 |
RETIREMENT STRATEGIES, INC.2 years Filed as: RETIREMENT STRATEGIES INC Service code 13 229 FURY'S FERRY RD · AUGUSTA, GA 30907 | Contract Administrator | $1,280 |
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 | $25,004 | $46,722-46.5% | $130,660-80.9% | $65,186-61.6% |
| Participation rate | 76.1% | 60.9%+15.1pp | 71.7%+4.3pp | 70.2%+5.9pp |
| Annual return | 18.71% | 24.17%-5.5pp | 1709.29%-1690.6pp | 29.39%-10.7pp |
| Employer contribution / active EE | $0 | $1,488-100.0% | $4,092-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $1,896 | $2,545-25.5% | $3,603-47.4% | $3,514-46.1% |
| Admin fee / account holder | $80 | $453-82.4% | $5,463-98.5% | $847-90.6% |