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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT WEST LIFE & ANNUITY CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $20,711 |
LPL FINANCIAL1+ years Filed as: LPL FINANCIAL LLC Service code 55 PO BOX 509026 · SAN DIEGO, CA 921509026 | Other Commissions | $16,157 |
THE ANGELL PENSION GROUP, INC.1+ years Service code 13 88 BOYD AVENUE · EAST PROVIDENCE, RI 02914 | Contract Administrator | $9,035 |
FIRST NATIONAL CORPORATION1+ years Service code 27 300 LEDGEWOOD PL STE 101 · ROCKLAND, MA 02370 | Advisory (Plan) | $6,750 |
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 | $47,454 | $46,732+1.5% | $156,551-69.7% | $55,167-14.0% |
| Participation rate | 84.7% | 65.8%+18.9pp | 84.0%+0.7pp | 69.0%+15.7pp |
| Annual return | -1.08% | 17.72%-18.8pp | 32.23%-33.3pp | 169.23%-170.3pp |
| Employer contribution / active EE | $2,663 | $2,105+26.5% | $5,501-51.6% | $1,963+35.7% |
| Participant deferral / active EE | $5,023 | $2,204+127.9% | $4,871+3.1% | $3,054+64.5% |
| Admin fee / account holder | $99 | $418-76.4% | $13,028-99.2% | $504-80.4% |