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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 | $17,443 |
KING SHORES & PRESTON CPAS LLC1+ years Service code 10 2707 BRAMBLETON AVE SW · ROANOKE, VA 24015 | Accounting | $9,565 |
BOON ADMINISTRATIVE SERVICES INC1+ years Filed as: BOON ADMINISTRATIVE SERVICES, INC. Service code 17 6300 BRIDGEPOINT PKWY · AUSTIN, TX 78730 | Pension Consulting | $8,226 |
BOON ADMINISTRATIVE SERVICES INC1+ years Filed as: BOON INVESTMENT GROUP Service code 27 6300 BRIDGEPOINT PARKWAY · AUSTIN, TX 78730 | Advisory (Plan) | $2,057 |
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2 |
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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,258 | $46,360-86.5% | $147,614-95.8% | $52,331-88.0% |
| Participation rate | 97.2% | 64.9%+32.3pp | 84.6%+12.6pp | 68.1%+29.1pp |
| Annual return | -3.28% | 1.62%-4.9pp | 61.98%-65.3pp | 4.54%-7.8pp |
| Employer contribution / active EE | $1,589 | $2,126-25.3% | $5,564-71.5% | $1,882-15.6% |
| Participant deferral / active EE | $0 | $2,258-100.0% | $4,895-100.0% | $3,022-100.0% |
| Admin fee / account holder | $113 | $766-85.2% | $11,611-99.0% | $592-80.9% |