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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $40,365 |
FELTL AND COMPANY1+ years Service code 22 · EIN 41-1246151 | Insurance Broker | $11,604 |
TAX SHELTERED COMPENSATION, INC.1+ years Service code 15 · EIN 41-0955056 | Recordkeeping | $7,535 |
Filed as: GREAT-WEST LIFE & ANUITY COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $37,916 | $64,909-41.6% | $82,313-53.9% | $62,293-39.1% |
| Participation rate | 81.0% | 74.9%+6.2pp | 76.9%+4.2pp | 69.5%+11.5pp |
| Annual return | 11.18% | 21.18%-10.0pp | 25.88%-14.7pp | 28.90%-17.7pp |
| Employer contribution / active EE | $491 | $1,676-70.7% | $2,428-79.8% | $2,042-76.0% |
| Participant deferral / active EE | $2,512 | $3,103-19.0% | $3,706-32.2% | $3,169-20.7% |
| Admin fee / account holder | $281 | $440-36.0% | $5,608-95.0% | $479-41.3% |