Filed November 29, 2018
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| Provider | Service type | Compensation |
|---|---|---|
GARY M. TIBONI, CPA2+ years Filed as: GARY K AKIYAMA Service code 16 3700 NW 9TH LOOP · CAMAS, WA 98607 | Consulting | $11,478 |
PENSION PLAN SPECIALISTS, PC2+ years Filed as: PENSION PLAN SPECIALISTS Service code 13 · EIN 26-1570786 | Contract Administrator | $4,080 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,891 |
PENSION PLAN SPECIALISTS, PC2+ years Service code 13 | Contract Administrator | $2,870 |
Filed as: GREAT-WEST LIFE & ANNUITY COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
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).
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 | $66,734 | $60,165+10.9% | $74,184-10.0% | $55,167+21.0% |
| Participation rate | 67.8% | 74.2%-6.3pp | 76.6%-8.8pp | 69.0%-1.2pp |
| Annual return | 6.95% | 10.00%-3.0pp | 17.74%-10.8pp | 169.23%-162.3pp |
| Employer contribution / active EE | $1,178 | $1,600-26.4% | $2,370-50.3% | $1,963-40.0% |
| Participant deferral / active EE | $2,981 | $2,973+0.3% | $3,550-16.0% | $3,054-2.4% |
| Admin fee / account holder | $49 | $419-88.4% | $5,586-99.1% | $504-90.4% |