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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 159 WOLF RD STE 101 · ALBANY, NY 12205 | Advisory (Plan) | $42,158 |
Filed as: SIDE BY SIDE FINANCIALS INC. Service code 13 100 PARK AVE 16TH FL · NEW YORK, NY 10017 | Contract Administrator | $13,901 |
Filed as: FIRST GREAT WEST LIFE & ANNUITY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $11,145 |
Filed as: GWFS EQUITIES INC. Service code 59 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Shareholder Servicing | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,595 | $82,163-28.7% | $125,381-53.3% | $64,819-9.6% |
| Participation rate | 81.4% | 77.9%+3.5pp | 82.4%-1.0pp | 71.5%+9.9pp |
| Annual return | -16.71% | 3.49%-20.2pp | 572.31%-589.0pp | 32.84%-49.5pp |
| Employer contribution / active EE | $3,597 | $3,616-0.5% | $4,815-25.3% | $2,507+43.5% |
| Participant deferral / active EE | $6,259 | $7,175-12.8% | $7,448-16.0% | $4,311+45.2% |
| Admin fee / account holder | $229 | $163+40.0% | $10,007-97.7% | $188+21.7% |