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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 | $14,894 |
Service code 13 6300 BRIDGEPOINT PKWY · AUSTIN, TX 78730 | Contract Administrator | $9,698 |
BAS PARTNERS3 years Service code 10 17446 SW 29 COURT · MIRAMAR, FL 33029 | Accounting | $3,250 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 99 5707 SW PKWY BLDG 2 STE 400 · AUSTIN, TX 78735 | Other Fees | $2,251 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $380 |
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.
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 | $11,127 | $52,953-79.0% | $172,739-93.6% | $65,185-82.9% |
| Participation rate | 97.4% | 66.2%+31.2pp | 82.6%+14.7pp | 70.2%+27.2pp |
| Annual return | 16.69% | 30.12%-13.4pp | 802.84%-786.1pp | 29.38%-12.7pp |
| Employer contribution / active EE | $757 | $2,190-65.4% | $5,143-85.3% | $2,177-65.2% |
| Participant deferral / active EE | $0 | $2,471-100.0% | $5,198-100.0% | $3,514-100.0% |
| Admin fee / account holder | $151 | $472-68.0% | $13,954-98.9% | $847-82.2% |