| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT-WEST LIFE & ANNUITY INS. CO. Service code 15 · EIN 84-0467907 | Recordkeeping | $1,191,589 |
VENABLE LLP5+ years Filed as: VENABLE, LLP Service code 10 · EIN 52-0517250 | Accounting | $129,440 |
HYAS GROUP, LLC5+ years Service code 27 · EIN 26-2924761 | Advisory (Plan) | $62,274 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO. INC Service code 33 · EIN 94-1737782 | Direct payment from the plan; Securit... | $26,016 |
CHARLES SCHWAB & CO., INC.5+ years Service code 59 | Shareholder Servicing | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $128,813 | $101,523+26.9% | $141,200-8.8% | $77,775+65.6% |
| Participation rate | 95.9% | 77.4%+18.6pp | 82.5%+13.5pp | 73.2%+22.7pp |
| Annual return | 24.65% | 56.22%-31.6pp | 71.41%-46.8pp | 32.58%-7.9pp |
| Employer contribution / active EE | $7,687 | $3,341+130.1% | $4,736+62.3% | $2,504+207.0% |
| Participant deferral / active EE | $26,115 | $6,434+305.9% | $6,710+289.2% | $3,966+558.5% |
| Admin fee / account holder | $144 | $92+57.0% | $10,265-98.6% | $100+43.6% |