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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREST WEST LIFE & ANNUNITY INS CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $17,714 |
Service code 27 2 MID AMERICA PLAZA STE 710 · OAKBROOK TERACE, IL 60181 | Advisory (Plan) | $17,133 |
Filed as: HUNNEX AND SHOEMAKER INC Service code 13 | Contract Administrator | $1,576 |
FINANCIAL ADVOCATES1 year Filed as: FINANCIAL ADVOCATES INVTESTMENT Service code 27 1601 COOPER POINT ROAD NW · OLYMPIA, WA 98502 | Advisory (Plan) | $1,416 |
BEYER-BARBER COMPANY1 year Filed as: BEYER BARBER COMPANY Service code 13 1136 HAMILTON ST STE 103 · ALLENTOWN, PA 18103 | Contract Administrator | $402 |
Filed as: HUNNEX AND SHOEMAKER INC. Service code 13 701 5TH AVENUE STE 6710 · SEATTLE, WA 98104 | Contract Administrator | $300 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $42,223 | $51,620-18.2% | $90,324-53.3% | $65,186-35.2% |
| Participation rate | 80.0% | 68.6%+11.4pp | 73.3%+6.7pp | 70.2%+9.8pp |
| Annual return | 20.23% | 24.94%-4.7pp | 78.15%-57.9pp | 29.39%-9.2pp |
| Employer contribution / active EE | $606 | $2,235-72.9% | $2,856-78.8% | $2,177-72.2% |
| Participant deferral / active EE | $122 | $2,871-95.8% | $3,885-96.9% | $3,514-96.5% |
| Admin fee / account holder | $299 | $384-22.2% | $5,356-94.4% | $847-64.7% |