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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT WEST LIFE & ANNUITY INS. CO. Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $28,008 |
PENSION ASSURANCE LLP1 year Filed as: KB PENSION SERVICES INC Service code 13 | Contract Administrator | $15,097 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $10,635 |
PENSION ASSURANCE LLP9+ years Filed as: KB PENSION SERVICES, INC Service code 13 · EIN 65-0721164 9423 TOWN CENTER PARKWAY · LAKEWOOD RANCH, FL 34202 | Contract Administrator | $10,525 |
Service code 27 · EIN 13-5674085 1400 AMERICAN BLVD BLDG #4 · PENNINGTON, NJ 08534 | Advisory (Plan) | $4,513 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,087 | $58,312-51.8% | $86,656-67.6% | $71,529-60.7% |
| Participation rate | 85.2% | 65.0%+20.2pp | 71.7%+13.5pp | 67.9%+17.3pp |
| Annual return | 14.62% | 24.08%-9.5pp | 593.09%-578.5pp | 28.97%-14.4pp |
| Employer contribution / active EE | $3,522 | $2,576+36.7% | $3,025+16.4% | $2,590+36.0% |
| Participant deferral / active EE | $747 | $3,439-78.3% | $4,439-83.2% | $4,291-82.6% |
| Admin fee / account holder | $206 | $1,057-80.5% | $5,619-96.3% | $1,588-87.0% |