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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT-WEST LIFE & ANNUITY INS. CO. Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $95,513 |
CARLSON QUINN4 years Filed as: CARLSON QUINN AND ASSOCIATES Service code 13 2000 POWELL ST, SUITE 1600 · EMERYVILLE, CA 94806 | Contract Administrator | $26,975 |
SAGEVIEW ADVISORY GROUP, LLC4 years Service code 27 1920 MAIN ST, STE 800 · IRVINE, CA 92614 | Advisory (Plan) | $26,250 |
SILICON VALLEY ACCOUNTANCY CORP5+ years Filed as: SILICON VALLEY ACCOUNTANCY CORP. Service code 10 3150 ALMADEN EXPWY, SUITE 105 · SAN JOSE, CA 95118 | Accounting | $13,500 |
Annual investment return 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 | $25,362 | $84,948-70.1% | $70,449-64.0% | $73,409-65.5% |
| Participation rate | 97.2% | 79.9%+17.3pp | 75.1%+22.2pp | 72.2%+25.0pp |
| Annual return | 4.00% | 13.39%-9.4pp | 109.03%-105.0pp | 59.29%-55.3pp |
| Employer contribution / active EE | $2,861 | $2,834+1.0% | $2,737+4.5% | $2,234+28.1% |
| Participant deferral / active EE | $5,116 | $3,387+51.0% | $3,709+37.9% | $3,805+34.4% |
| Admin fee / account holder | $180 | $98+83.5% | $3,845-95.3% | $158+14.0% |