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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT WEST LIFE & ANNUITY INS CO Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $950 |
PACKERLAND BROKERAGE SERVICES3+ years Service code 55 432 SECURITY BLVD. STE 101 · GREEN BAY, WI 54313 | Other Commissions | $0 |
THE VARGO COMPANY3+ years Service code 13 · EIN 27-4305376 4932 IROQUOIS AVENUE · ERIE, PA 16511 | Contract Administrator | $0 |
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 | $44,855 | $89,739-50.0% | $149,721-70.0% | $62,293-28.0% |
| Participation rate | 70.2% | 85.1%-14.9pp | 87.1%-16.8pp | 69.5%+0.7pp |
| Annual return | 19.30% | 21.01%-1.7pp | 1501.67%-1482.4pp | 28.90%-9.6pp |
| Employer contribution / active EE | $5,012 | $3,233+55.0% | $5,444-7.9% | $2,042+145.4% |
| Participant deferral / active EE | $5,783 | $4,797+20.6% | $6,568-12.0% | $3,169+82.5% |
| Admin fee / account holder | $0 | $551-100.0% | $11,282-100.0% | $479-100.0% |