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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIRST GREAT-WEST LIFE & ANNUITY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $22,866 |
Filed as: AMERIPRISE FINANCIAL SERVICES LLC Service code 55 | Other Commissions | $13,251 |
PENSERV PLAN SERVICES, INC.3 years Filed as: PENSERV, INC. Service code 13 118 N. BEDFORD ROAD, SUITE 303 · MOUNT KISCO, NY 10549 | Contract Administrator | $6,736 |
Service code 99 1801 CALIFORNIA STREET · DENVER, CO 80202 | Other Fees | $2,025 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $407 |
Service code 55 70100 AMERIPRISE FINANCIAL CENTER · MINNEAPOLIS, MN 55474 | Other Commissions | $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 | $41,649 | $58,888-29.3% | $178,498-76.7% | $73,493-43.3% |
| Participation rate | 74.1% | 66.2%+7.9pp | 81.9%-7.8pp | 70.7%+3.4pp |
| Annual return | 14.83% | 24.86%-10.0pp | 151.09%-136.3pp | 28.51%-13.7pp |
| Employer contribution / active EE | $1,549 | $2,236-30.7% | $5,011-69.1% | $2,270-31.7% |
| Participant deferral / active EE | $2,085 | $2,568-18.8% | $5,202-59.9% | $3,740-44.2% |
| Admin fee / account holder | $168 | $400-57.9% | $13,985-98.8% | $513-67.2% |