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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT-WEST LIFE AND ANNUITY COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CA 80111 | Recordkeeping Fees | $64,053 |
NFP RETIREMENT INC2 years Filed as: NFP RETIREMENT INC. Service code 28 120 VANTIS STREET · ALISO VIEJO, CA 92656 | Investment Management | $35,000 |
EKS&H LLLP2 years Filed as: EKS&H LLP Service code 10 8181 E TUFTS AVENUE · DENVER, CO 80237 | Accounting | $13,830 |
TIAA2 years Service code 99 730 THIRD AVENUE · NEW YORK, NY 100173206 | Other Fees | $1,188 |
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 | $40,190 | $45,324-11.3% | $122,354-67.2% | $69,631-42.3% |
| Participation rate | 88.8% | 59.9%+28.8pp | 71.6%+17.1pp | 70.7%+18.1pp |
| Annual return | 15.54% | 25.35%-9.8pp | 30.28%-14.7pp | 27571.02%-27555.5pp |
| Employer contribution / active EE | $1,635 | $1,230+33.0% | $4,051-59.6% | $2,032-19.5% |
| Participant deferral / active EE | $2,782 | $2,367+17.5% | $3,287-15.4% | $3,224-13.7% |
| Admin fee / account holder | $101 | $87+16.3% | $5,479-98.2% | $110-8.4% |