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 | $49,077 |
PENSIONMARK FINANCIAL GROUP LLC5+ 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 SERVICES5+ years Filed as: PINNACLE PENSION SERVICES, INC. Service code 13 · EIN 82-0433443 3101 W. MAIN STREET, STE 100 · BOISE, ID 83702 | Contract Administrator | $21,662 |
EIDE BAILLY LLP5+ 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: ADVISED ASSETS GROUP Service code 28 · EIN 84-0467907 8515 E. ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $7,891 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $33,772 | $25,302+33.5% | $74,719-54.8% | $67,579-50.0% |
| Participation rate | 39.5% | 37.8%+1.7pp | 54.5%-14.9pp | 71.3%-31.8pp |
| Annual return | 22.83% | 10291.17%-10268.3pp | 753.05%-730.2pp | 378.56%-355.7pp |
| Employer contribution / active EE | $510 | $446+14.2% | $1,084-53.0% | $2,148-76.3% |
| Participant deferral / active EE | $1,385 | $954+45.2% | $1,963-29.5% | $3,539-60.9% |
| Admin fee / account holder | $250 | $108+131.8% | $3,334-92.5% | $142+75.4% |