Filed November 29, 2018
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| Provider | Service type | Compensation |
|---|---|---|
GARY M. TIBONI, CPA3+ years Filed as: GARY K AKIYAMA Service code 16 3700 NW 9TH LOOP · CAMAS, WA 98607 | Consulting | $12,733 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,193 |
PENSION PLAN SPECIALISTS, PC3+ years Service code 13 | Contract Administrator | $3,183 |
Filed as: GREAT-WEST LIFE & ANNUITY COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
PENSION PLAN SPECIALISTS, PC3+ years Filed as: PENSION PLAN SPECIALISTS Service code 13 · EIN 26-1570786 | Contract Administrator | $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).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,919 | $83,681-12.9% | $82,313-11.4% | - |
| Participation rate | 68.7% | 75.1%-6.4pp | 76.9%-8.2pp | - |
| Annual return | 13.76% | 13.76%0pp | 25.88%-12.1pp | - |
| Employer contribution / active EE | $1,199 | $1,471-18.5% | $2,428-50.6% | - |
| Participant deferral / active EE | $3,177 | $2,851+11.4% | $3,706-14.3% | - |
| Admin fee / account holder | $72 | $3,032-97.6% | $5,608-98.7% | - |