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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 | $14,128 |
KING SHORES & PRESTON CPAS LLC2+ years Service code 10 2707 BRAMBLETON AVE SW · ROANOKE, VA 24015 | Accounting | $9,000 |
BOON ADMINISTRATIVE SERVICES INC2+ years Filed as: BOON ADMINISTRATIVE SERVICES, INC. Service code 17 6300 BRIDGEPOINT PKWY · AUSTIN, TX 78730 | Pension Consulting | $8,991 |
BOON ADMINISTRATIVE SERVICES INC2+ years Filed as: BOON INVESTMENT GROUP Service code 27 6300 BRIDGEPOINT PARKWAY · AUSTIN, TX 78730 | Advisory (Plan) | $1,162 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 99 1250 CAPITAL OF TEXAS HWY S · AUSTIN, TX 78746 | Other Fees | $860 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $20 |
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.
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 | $6,105 | $46,732-86.9% | $156,551-96.1% | $55,167-88.9% |
| Participation rate | 92.4% | 65.8%+26.6pp | 84.0%+8.4pp | 69.0%+23.4pp |
| Annual return | 5.85% | 17.72%-11.9pp | 32.23%-26.4pp | 169.23%-163.4pp |
| Employer contribution / active EE | $1,384 | $2,105-34.2% | $5,501-74.8% | $1,963-29.5% |
| Participant deferral / active EE | $0 | $2,204-100.0% | $4,871-100.0% | $3,054-100.0% |
| Admin fee / account holder | $101 | $418-75.8% | $13,028-99.2% | $504-79.9% |