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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ADVISED ASSETS GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $39,631 |
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $2,649 |
CHARLES SCHWAB & CO., INC.3 years Service code 59 | Shareholder Servicing | $0 |
Filed as: GREAT-WEST LIFE & ANNUITY INS CO Service code 15 | Recordkeeping | $0 |
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 | $152,590 | $75,388+102.4% | $123,552+23.5% | $55,725+173.8% |
| Participation rate | 83.4% | 75.7%+7.7pp | 82.3%+1.1pp | 70.9%+12.5pp |
| Annual return | -1.86% | 4.48%-6.3pp | 119.20%-121.1pp | 244.93%-246.8pp |
| Employer contribution / active EE | $3,614 | $3,063+18.0% | $4,628-21.9% | $2,078+73.9% |
| Participant deferral / active EE | $6,977 | $5,651+23.5% | $6,426+8.6% | $3,356+107.9% |
| Admin fee / account holder | $52 | $120-56.9% | $9,285-99.4% | $115-55.2% |