Filed December 31, 2024 (most recent of 5 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| 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 | $60,226 |
PINNACLE PENSION SERVICES6+ years Filed as: PINNACLE PENSION SERVICES, INC. Service code 13 · EIN 82-0433443 3101 W. MAIN STREET, STE 100 · BOISE, ID 83702 | Contract Administrator | $32,401 |
PENSIONMARK FINANCIAL GROUP LLC6+ 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 |
Filed as: ADVISED ASSETS GROUP Service code 28 · EIN 84-0467907 8515 E. ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $12,428 |
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 | $35,613 | $29,516+20.7% | $77,513-54.1% | $90,274-60.6% |
| Participation rate | 43.9% | 33.7%+10.2pp | 54.2%-10.3pp | 73.4%-29.5pp |
| Annual return | 17.66% | 231.18%-213.5pp | 54.81%-37.1pp | 53.97%-36.3pp |
| Employer contribution / active EE | $657 | $381+72.5% | $987-33.4% | $2,523-74.0% |
| Participant deferral / active EE | $1,746 | $944+84.9% | $1,861-6.2% | $4,231-58.7% |
| Admin fee / account holder | $239 | $106+126.0% | $2,859-91.6% | $114+109.8% |