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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 | $20,747 |
LAWLEY RETIREMENT ADVISORS LLC3+ years Filed as: LAWLEY COURIER ADVISORS LLC Service code 27 361 DELAWARE AVE · BUFFALO, NY 14202 | Advisory (Plan) | $11,812 |
BLUE CHIP RETIREMENT PLANS, INC.3+ years Filed as: BLUE RIDGE ESOP ASSOCIATES Service code 13 154 HANSEN ROAD SUITE 102 · CHARLOTTESVILLE, VA 22911 | Contract Administrator | $1,312 |
Filed as: EMPOWER RETIREMENT ADVISORY SERIVCE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD, CO 80111 | Investment Management | $56 |
Participant contribution per participant 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $15,815 | $63,314-75.0% | $91,004-82.6% | $62,293-74.6% |
| Participation rate | 75.4% | 73.3%+2.1pp | 75.6%-0.2pp | 69.5%+5.9pp |
| Annual return | 19.35% | 21.00%-1.6pp | 4.60%+14.8pp | 28.90%-9.5pp |
| Employer contribution / active EE | $0 | $1,807-100.0% | $2,456-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,183 | $2,944-59.8% | $3,548-66.6% | $3,169-62.7% |
| Admin fee / account holder | $117 | $468-75.0% | $5,417-97.8% | $479-75.7% |