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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 | $649 |
PENSION PLUS INC1 year Filed as: PENSION PLUS, INC Service code 13 FD ROOSEVELT AVE · SAN JUAN, PR 00918 | Contract Administrator | $48 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $2,063 | $107,809-98.1% | $90,657-97.7% | $135,380-98.5% |
| Participation rate | 95.7% | 78.0%+17.6pp | 74.0%+21.6pp | 82.6%+13.0pp |
| Annual return | 0.37% | -0.90%+1.3pp | 1.89%-1.5pp | 519.81%-519.4pp |
| Employer contribution / active EE | $0 | $3,018-100.0% | $2,532-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $914 | $3,872-76.4% | $3,424-73.3% | $5,609-83.7% |
| Admin fee / account holder | $13 | $5,931-99.8% | $4,994-99.7% | $10,828-99.9% |