Filed December 31, 2024 (most recent of 5 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT-WEST LIFE & ANNUITY INS. CO. Service code 64 · EIN 84-0467907 8515 E. ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $69,727 |
PENSIONMARK FINANCIAL GROUP LLC4+ years Filed as: PENSIONMARK FINANCIAL GROUP, LLC Service code 27 · EIN 26-1958084 24 E COTA STREET, STE 200 · SANTA BARBARA, CA 93101 | Advisory (Plan) | $30,000 |
PINNACLE PENSION SERVICES4+ years Filed as: PINNACLE PENSION SERVICES, INC. Service code 13 · EIN 82-0433443 3101 W. MAIN STREET, STE 100 · BOISE, ID 83702 | Contract Administrator | $16,078 |
EIDE BAILLY LLP4+ years Filed as: EIDE BAILLY, LLP Service code 10 · EIN 45-0250958 877 W. MAIN STREET, STE 800 · BOISE, ID 83702 | Accounting | $8,500 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 · EIN 84-0467907 8515 E. ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,299 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $32,688 | $23,224+40.7% | $71,086-54.0% | $55,725-41.3% |
| Participation rate | 51.2% | 37.9%+13.4pp | 54.7%-3.4pp | 70.9%-19.6pp |
| Annual return | -5.73% | -2.87%-2.9pp | 650.59%-656.3pp | 244.93%-250.7pp |
| Employer contribution / active EE | $752 | $436+72.3% | $1,088-30.9% | $2,078-63.8% |
| Participant deferral / active EE | $1,947 | $929+109.6% | $1,874+3.9% | $3,356-42.0% |
| Admin fee / account holder | $268 | $118+127.5% | $3,082-91.3% | $115+132.9% |