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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $19,482 |
PENTEGRA SERVICES, INC.1 year Filed as: PENTEGRA SERVICES INC Service code 13 6830 COMMERCE CT DR · BLACKLICK, OH 43004 | Contract Administrator | $14,129 |
Filed as: RAYMOND JAMES Service code 16 880 CARILLON PARKWAY · ST PERTERSBURG, FL 33716 | Consulting | $7,500 |
Filed as: GWFS EQUITIES INC. Service code 33 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Shareholder servicing fees; Distribut... | $376 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $331 |
CHARLES SCHWAB & CO., INC.4+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $220 |
Filed as: GWFS EQUITIES INC Service code 33 | Distribution (12b-1) fees; Other inve... | $0 |
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 | $19,909 | $35,485-43.9% | $74,551-73.3% | $55,725-64.3% |
| Participation rate | 84.1% | 62.5%+21.5pp | 69.1%+14.9pp | 70.9%+13.2pp |
| Annual return | -6.43% | 0.72%-7.2pp | 32.53%-39.0pp | 244.93%-251.4pp |
| Employer contribution / active EE | $736 | $777-5.3% | $1,961-62.4% | $2,078-64.6% |
| Participant deferral / active EE | $3,093 | $2,181+41.8% | $3,108-0.5% | $3,356-7.8% |
| Admin fee / account holder | $124 | $114+8.1% | $5,059-97.6% | $115+7.3% |