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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 | $57,114 |
Filed as: CASE PEARLMAN RETIREMT PLAN ADV LLC Service code 27 12140 CARISSA COMMERCE CT, STE 104 · FORT MYERS, FL 33966 | Advisory (Plan) | $30,164 |
Service code 13 | Contract Administrator | $10,000 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,816 |
Filed as: PROGRESSIVE PENSION ADM., INC. Service code 13 4560 VIA ROYALE, SUITE 4A · FORT MYERS, FL 33919 | Contract Administrator | $1,410 |
TD AMERITRADE, INC.3 years Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $35 |
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 | $36,308 | $37,196-2.4% | $154,108-76.4% | $55,725-34.8% |
| Participation rate | 90.9% | 64.1%+26.8pp | 83.0%+7.8pp | 70.9%+20.0pp |
| Annual return | -6.14% | 1319.68%-1325.8pp | 735.21%-741.3pp | 244.93%-251.1pp |
| Employer contribution / active EE | $1,093 | $1,614-32.3% | $5,298-79.4% | $2,078-47.4% |
| Participant deferral / active EE | $3,521 | $2,068+70.3% | $5,081-30.7% | $3,356+4.9% |
| Admin fee / account holder | $71 | $102-29.9% | $13,411-99.5% | $115-38.2% |