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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CASE PEARLMAN RETIREMENT PLAN ADVLL Service code 27 12140 CARISSA COMMERCE CT., · FORT MYERS, FL 33966 | Advisory (Plan) | $48,306 |
Filed as: GREAT-WEST LIFE & ANNUITY INS. CO. Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $19,405 |
Service code 13 | Contract Administrator | $10,000 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,424 |
Filed as: PROGRESSIVE PENSION ADM., INC. Service code 13 4560 VIA ROYALE, SUITE 4A · FORT MYERS, FL 33919 | Contract Administrator | $1,740 |
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 | $38,818 | $62,928-38.3% | $172,753-77.5% | $67,582-42.6% |
| Participation rate | 91.3% | 64.5%+26.8pp | 82.6%+8.6pp | 71.3%+20.0pp |
| Annual return | 20.17% | 30.36%-10.2pp | 803.00%-782.8pp | 378.57%-358.4pp |
| Employer contribution / active EE | $0 | $1,636-100.0% | $5,144-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $3,992 | $2,145+86.1% | $5,198-23.2% | $3,539+12.8% |
| Admin fee / account holder | $106 | $167-36.3% | $13,956-99.2% | $142-25.4% |