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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ADVISED ASSET GROUP Service code 28 815 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $16,494 |
Service code 13 310 W WALL STREET · MIDLAND, TX 79701 | Contract Administrator | $5,185 |
Filed as: PENTEC PENSION MGMT GROUP, INC. Service code 13 | Contract Administrator | $3,639 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 64 8515 ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,550 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $22,060 | $59,231-62.8% | $90,223-75.5% | $52,331-57.8% |
| Participation rate | 85.6% | 75.0%+10.6pp | 79.0%+6.6pp | 68.1%+17.5pp |
| Annual return | -2.74% | 3.53%-6.3pp | 1.31%-4.0pp | 4.54%-7.3pp |
| Employer contribution / active EE | $1,685 | $3,391-50.3% | $4,378-61.5% | $1,882-10.4% |
| Participant deferral / active EE | $2,871 | $4,659-38.4% | $5,792-50.4% | $3,022-5.0% |
| Admin fee / account holder | $108 | $515-79.0% | $7,406-98.5% | $592-81.7% |