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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 | $0 |
PENSION PLUS INC2 years Filed as: PENSION PLUS, INC Service code 13 FD ROOSEVELT AVE · SAN JUAN, PR 00918 | Contract Administrator | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $2,977 | $117,444-97.5% | $99,479-97.0% | $152,909-98.1% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.5%+17.5pp |
| Annual return | 19.73% | 31.87%-12.1pp | 30.72%-11.0pp | 345.46%-325.7pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $2,540-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,075 | $4,086-73.7% | $3,619-70.3% | $5,851-81.6% |
| Admin fee / account holder | $16 | $7,635-99.8% | $6,253-99.7% | $11,601-99.9% |