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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $12,103 |
LPL FINANCIAL1+ years Service code 27 P.O. BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Plan) | $8,197 |
PENSION FINANCIAL SERVICES, INC.1+ years Service code 13 | Contract Administrator | $7,664 |
PENSION FINANCIAL SERVICES, INC.1+ years Filed as: PENSION FINANCIAL SERVICES, INC Service code 13 3700 CRESTWOOD PWKY · DULUTH, GA 30096 | Contract Administrator | $0 |
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 | $22,518 | $47,977-53.1% | $154,111-85.4% | $56,287-60.0% |
| Participation rate | 83.6% | 66.2%+17.5pp | 83.0%+0.6pp | 69.9%+13.8pp |
| Annual return | 0.00% | 3.54%-3.5pp | 735.18%-735.2pp | -9.96%+10.0pp |
| Employer contribution / active EE | $904 | $2,169-58.3% | $5,298-82.9% | $2,111-57.2% |
| Participant deferral / active EE | $1,636 | $2,392-31.6% | $5,081-67.8% | $3,350-51.2% |
| Admin fee / account holder | $55 | $438-87.5% | $13,411-99.6% | $521-89.5% |