Filed August 14, 2025
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT-WEST LFE & ANNUITY INSURANCES Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $17,762 |
Service code 55 1250 CAPITAL OF TEXAS HWY S · AUSTIN, TX 78746 | Other Commissions | $13,034 |
PACIFIC COASTAL PENSION SERVICES2+ years Service code 13 · EIN 26-0895846 16165 MONTEREY ROAD, SUITE 201 · MORGAN HILL, CA 95037 | Contract Administrator | $3,240 |
Filed as: EMPOWER RETIREMENT ADVIORY SERVICES Service code 28 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $125 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $67,025 | $76,551-12.4% | $123,894-45.9% | $62,881+6.6% |
| Participation rate | 50.6% | 73.0%-22.4pp | 81.4%-30.8pp | 69.3%-18.7pp |
| Annual return | 8.19% | 18.68%-10.5pp | 47.52%-39.3pp | 20.14%-12.0pp |
| Employer contribution / active EE | $1,525 | $2,882-47.1% | $4,617-67.0% | $2,281-33.1% |
| Participant deferral / active EE | $7,801 | $4,840+61.2% | $5,984+30.4% | $3,203+143.5% |
| Admin fee / account holder | $290 | $4,826-94.0% | $8,357-96.5% | $4,296-93.2% |