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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREENBUSH FINANCIAL GROUP LLC Service code 27 159 WOLF RD STE 101 · ALBANY, NY 12205 | Advisory (Plan) | $43,659 |
Filed as: SIDE BY SIDE FINANCIALS INC. Service code 13 100 PARK AVE 16TH FL · NEW YORK, NY 10017 | Contract Administrator | $13,093 |
Filed as: FIRST GREAT WEST LIFE & ANNUITY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $12,644 |
Filed as: GWFS EQUITIES INC Service code 72 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Other investment fees and expenses | $30 |
Filed as: GWFS EQUITIES INC. Service code 59 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Shareholder Servicing | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,098 | $106,264-8.6% | $147,117-34.0% | $77,762+24.9% |
| Participation rate | 88.0% | 78.4%+9.6pp | 82.2%+5.8pp | 70.6%+17.4pp |
| Annual return | 19.52% | 56.94%-37.4pp | 420.54%-401.0pp | 31.27%-11.8pp |
| Employer contribution / active EE | $3,485 | $4,074-14.5% | $4,932-29.3% | $2,728+27.7% |
| Participant deferral / active EE | $5,988 | $8,003-25.2% | $8,065-25.7% | $4,651+28.7% |
| Admin fee / account holder | $308 | $334-7.8% | $12,993-97.6% | $433-28.8% |