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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT-WEST LIFE & ANNUITY INS. Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $30,532 |
KPLANS, INC.2+ years Service code 27 · EIN 95-4514127 | Advisory (Plan) | $11,269 |
Filed as: KRAVITZ, INC. Service code 13 · EIN 95-3207191 | Contract Administrator | $7,738 |
Service code 27 24 E COTA ST, STE 200 · SANTA BARBARA, CA 93101 | Advisory (Plan) | $4,208 |
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 | $86,118 | $55,453+55.3% | $170,435-49.5% | $62,293+38.2% |
| Participation rate | 82.9% | 66.4%+16.5pp | 83.6%-0.7pp | 69.5%+13.4pp |
| Annual return | 13.09% | 21.38%-8.3pp | 205.94%-192.9pp | 28.90%-15.8pp |
| Employer contribution / active EE | $5,300 | $2,164+145.0% | $5,432-2.4% | $2,042+159.5% |
| Participant deferral / active EE | $3,464 | $2,303+50.4% | $4,939-29.9% | $3,169+9.3% |
| Admin fee / account holder | $232 | $455-49.1% | $13,881-98.3% | $479-51.7% |