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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $3,465 |
CHARLES SCHWAB & CO., INC.1+ years Service code 33 · EIN 94-1737782 | Securities brokerage | $2,656 |
ADAMS ASHBY FINANCIAL ADVISORS1+ years Service code 33 · EIN 26-4601906 | Securities brokerage | $1,563 |
FARNAM STREET INVESTMENTS LLC1+ years Service code 33 · EIN 27-1611886 | Securities brokerage | $998 |
INDEPENDENT FINANCIAL PARTNERS1+ years Service code 33 · EIN 59-3331424 | Securities brokerage | $636 |
GENOVESE BURFORD & BROTHERS1+ years Service code 33 · EIN 45-1546130 | Securities brokerage | $265 |
Filed as: GREAT-WEST LIFE & ANNUITY INS. CO. Service code 15 | Recordkeeping | $0 |
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 | $192,285 | $37,117+418.0% | $147,618+30.3% | $55,191+248.4% |
| Participation rate | 78.9% | 63.6%+15.2pp | 84.6%-5.8pp | 69.2%+9.7pp |
| Annual return | 13.52% | 3.44%+10.1pp | 61.98%-48.5pp | 10.78%+2.7pp |
| Employer contribution / active EE | $14,357 | $1,620+786.0% | $5,564+158.0% | $1,899+656.1% |
| Participant deferral / active EE | $15,598 | $1,985+685.6% | $4,895+218.6% | $3,046+412.0% |
| Admin fee / account holder | $27 | $86-68.1% | $11,612-99.8% | $91-69.9% |