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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 64 8515 EAST ORCHAD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $65,050 |
KOVACK SECURITIES INC2 years Service code 55 6451 N FEDERAL HWY STE 1201 · FORT LAUDERDALE, FL 33308 | Other Commissions | $33,369 |
FINANXIAL, CORP.2 years Filed as: FINANXIAL INVESTMENT ADVISOR CORP Service code 13 121 AVE DE DIEGO SAN FRANCISCO · SAN JUAN, PR 00927 | Contract Administrator | $5,568 |
Service code 27 6504 BRIDGE POINT PKWY STE 450 · AUSTIN, TX 78730 | Advisory (Plan) | $3,376 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $0 | $86,225-100.0% | $146,643-100.0% | $86,821-100.0% |
| Participation rate | 0.0% | 78.0%-78.0pp | 80.1%-80.1pp | 72.3%-72.3pp |
| Annual return | 8.08% | 31.23%-23.1pp | 22.75%-14.7pp | 97.94%-89.9pp |
| Employer contribution / active EE | $807 | $2,392-66.3% | $4,137-80.5% | $2,406-66.5% |
| Participant deferral / active EE | $1,289 | $4,245-69.6% | $5,506-76.6% | $4,132-68.8% |
| Admin fee / account holder | $0 | $195-100.0% | $10,280-100.0% | $170-100.0% |