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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 | $17,480 |
LAWLEY RETIREMENT ADVISORS LLC2+ years Filed as: LAWLEY COURIER ADVISORS LLC Service code 27 361 DELAWARE AVE · BUFFALO, NY 14202 | Advisory (Plan) | $9,913 |
BLUE CHIP RETIREMENT PLANS, INC.2+ years Filed as: BLUE RIDGE ESOP ASSOCIATES Service code 13 154 HANSEN ROAD SUITE 102 · CHARLOTTESVILLE, VA 22911 | Contract Administrator | $1,101 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer 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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,146 | $56,640-78.6% | $78,002-84.4% | $55,167-78.0% |
| Participation rate | 73.0% | 73.3%-0.3pp | 75.5%-2.5pp | 69.0%+4.0pp |
| Annual return | 3.91% | 2868.48%-2864.6pp | 425.99%-422.1pp | 169.23%-165.3pp |
| Employer contribution / active EE | $0 | $1,724-100.0% | $2,470-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $1,138 | $2,778-59.1% | $3,497-67.5% | $3,054-62.8% |
| Admin fee / account holder | $91 | $467-80.6% | $5,481-98.3% | $504-82.0% |