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| Provider | Service type | Compensation |
|---|---|---|
PENSION ASSURANCE LLP2 years Filed as: PENSION PROFIT SHARING SERVICES, IN Service code 13 5212 KATELLA AVE., SUITE 206 · LOS ALAMITOS, CA 90720 | Contract Administrator | $13,058 |
Filed as: GREAT WEST LIFE ANNUITY INSURANCE Service code 64 8515 EAST ORACHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $12,789 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 E. ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,070 |
Filed as: MERRILL LYNCH LIFE AGENCY INC Service code 55 1215 4TH AVE., 26TH FLOOR · SEATTLE, WA 98161 | Other Commissions | $0 |
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 | $92,117 | $86,341+6.7% | $125,192-26.4% | $65,185+41.3% |
| Participation rate | 89.7% | 75.3%+14.4pp | 79.8%+9.9pp | 70.2%+19.5pp |
| Annual return | 26.84% | 27.44%-0.6pp | 43.79%-16.9pp | 29.38%-2.5pp |
| Employer contribution / active EE | $2,562 | $2,040+25.6% | $3,866-33.7% | $2,177+17.7% |
| Participant deferral / active EE | $5,886 | $3,538+66.3% | $4,937+19.2% | $3,514+67.5% |
| Admin fee / account holder | $142 | $609-76.7% | $9,704-98.5% | $847-83.2% |