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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 | $9,358 |
Filed as: PENSION ADMINISTRATORS GROUP INC Service code 13 PO BOX 9023794 · SAN JUAN, PR 00902 | Contract Administrator | $7,616 |
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 | $36,890 | $99,957-63.1% | $149,745-75.4% | $73,497-49.8% |
| Participation rate | 83.9% | 75.7%+8.2pp | 82.5%+1.4pp | 70.7%+13.2pp |
| Annual return | 15.73% | 53.87%-38.1pp | 276.72%-261.0pp | 28.51%-12.8pp |
| Employer contribution / active EE | $0 | $3,191-100.0% | $4,646-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $3,951 | $6,073-34.9% | $6,843-42.3% | $3,740+5.6% |
| Admin fee / account holder | $98 | $551-82.3% | $9,312-99.0% | $513-80.9% |