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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 | $68,273 |
CAPFINANCIAL PARTNERS LLC5+ years Service code 27 4208 SIX FORKS ROAD · RALEIGH, NC 27609 | Advisory (Plan) | $37,890 |
JM PENSION ADVISORY, INC.4 years Service code 13 · EIN 52-1910770 3905 NATIONAL DRIVE · BURTONSVILLE, MD 20866 | Contract Administrator | $1,300 |
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $580 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,412 | $100,801-83.7% | $149,745-89.0% | $73,412-77.6% |
| Participation rate | 100.0% | 77.7%+22.3pp | 82.5%+17.5pp | 72.2%+27.8pp |
| Annual return | 13.57% | 265.34%-251.8pp | 276.72%-263.1pp | 59.30%-45.7pp |
| Employer contribution / active EE | $2,786 | $3,312-15.9% | $4,646-40.0% | $2,234+24.7% |
| Participant deferral / active EE | $0 | $6,404-100.0% | $6,843-100.0% | $3,806-100.0% |
| Admin fee / account holder | $165 | $181-8.7% | $9,312-98.2% | $158+4.5% |