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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $106,543 |
Service code 27 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $57,259 |
MARKSNELSON LLC1 year Service code 10 1310 E 104TH ST STE 300 · KANSAS CITY, MO 64131 | Accounting | $10,640 |
CHARLES SCHWAB & CO., INC.4+ years Service code 33 · EIN 94-1737782 | Securities brokerage | $855 |
Filed as: QDRO CONSULTANTS CO LLC Service code 99 3071 PEARL ROAD · MEDINA, OH 44256 | Other Fees | $300 |
Filed as: GREAT-WEST LIFE & ANNUITY INS. CO. Service code 15 | Recordkeeping | $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 | $49,271 | $62,543-21.2% | $83,322-40.9% | $55,725-11.6% |
| Participation rate | 79.2% | 78.4%+0.8pp | 77.8%+1.5pp | 70.9%+8.4pp |
| Annual return | -6.01% | 14.85%-20.9pp | 10.64%-16.6pp | 244.93%-250.9pp |
| Employer contribution / active EE | $3,087 | $2,427+27.2% | $3,379-8.6% | $2,078+48.5% |
| Participant deferral / active EE | $6,955 | $5,682+22.4% | $5,565+25.0% | $3,356+107.3% |
| Admin fee / account holder | $201 | $103+94.6% | $7,540-97.3% | $115+74.3% |