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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 | $91,782 |
Filed as: RESOURCES INVESTMENT ADVISORS Service code 27 4860 COLLEGE BLVD STE 100 · OVERLAND PARK, KS 66211 | Advisory (Plan) | $45,293 |
Service code 13 PO BOX 13928 · SAN JUAN, PR 009083928 | Contract Administrator | $10,000 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $21,150 | $48,261-56.2% | $68,612-69.2% | $55,725-62.0% |
| Participation rate | 80.0% | 71.0%+9.0pp | 72.2%+7.8pp | 70.9%+9.2pp |
| Annual return | -6.44% | -2.61%-3.8pp | -4.63%-1.8pp | 244.93%-251.4pp |
| Employer contribution / active EE | $719 | $1,742-58.8% | $2,625-72.6% | $2,078-65.4% |
| Participant deferral / active EE | $2,008 | $2,712-26.0% | $3,311-39.4% | $3,356-40.2% |
| Admin fee / account holder | $198 | $126+57.2% | $5,131-96.1% | $115+72.2% |