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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT-WEST LIFE & ANNUITY INS CO Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $99,447 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $39,623 |
PENSION ASSURANCE LLP4 years Filed as: PENSION PLANNERS NORTHWEST Service code 49 · EIN 93-1160402 1600 VALLEY RIVER DR, STE 340 · EUGENE, OR 97401 | Other Services | $25,173 |
Service code 27 · EIN 93-1242462 1 CENTERPOINTE DR., SUITE 115 · LAKE OSWEGO, OR 97035 | Advisory (Plan) | $25,000 |
MOSS ADAMS LLP1 year Service code 10 PO BOX 101822 · PASADENA, CA 911891822 | Accounting | $8,750 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,007 | $56,540+18.5% | $185,851-63.9% | $86,821-22.8% |
| Participation rate | 100.0% | 65.5%+34.5pp | 81.7%+18.3pp | 72.3%+27.7pp |
| Annual return | 17.73% | 118.20%-100.5pp | 122.11%-104.4pp | 97.94%-80.2pp |
| Employer contribution / active EE | $4,342 | $1,844+135.4% | $5,168-16.0% | $2,406+80.5% |
| Participant deferral / active EE | $7,913 | $2,555+209.7% | $5,569+42.1% | $4,132+91.5% |
| Admin fee / account holder | $216 | $150+44.4% | $16,245-98.7% | $170+27.5% |