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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT-WEST LIFE & ANNUITY CO. Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $41,968 |
Service code 55 1250 CAPITAL OF TEXAS HWY S · AUSTIN, TX 78746 | Other Commissions | $28,620 |
AMERIBEN2+ years Filed as: AMERIBEN/IEC GROUP Service code 13 | Contract Administrator | $7,142 |
AMERIBEN2+ years Filed as: AMERIBEN IEC GROUP Service code 13 P.O. BOX 7186 · BOISE, ID 83707 | Contract Administrator | $6,075 |
Filed as: BOWEN INSURANCE COMPANY Service code 16 P.O. BOX 1064 · BURLEY, ID 83318 | Consulting | $1,996 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $273 |
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 | $28,457 | $50,643-43.8% | $106,619-73.3% | $55,167-48.4% |
| Participation rate | 85.5% | 65.6%+20.0pp | 78.0%+7.5pp | 69.0%+16.5pp |
| Annual return | 7.28% | 7.02%+0.3pp | 9.42%-2.1pp | 169.23%-162.0pp |
| Employer contribution / active EE | $1,643 | $1,626+1.1% | $3,947-58.4% | $1,963-16.3% |
| Participant deferral / active EE | $3,339 | $2,208+51.2% | $3,930-15.0% | $3,054+9.3% |
| Admin fee / account holder | $179 | $488-63.4% | $6,418-97.2% | $504-64.5% |