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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC3+ years Filed as: FRANCIS INVESTMENT COUNSEL, LLC Service code 27 · EIN 90-0142264 | Advisory (Plan) | $97,873 |
Filed as: GREAT-WEST LIFE & ANNUITY COMPANY Service code 50 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Direct Payment | $86,361 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,377 | $55,125+123.8% | $109,907+12.3% | $86,821+42.1% |
| Participation rate | 94.8% | 70.1%+24.7pp | 74.2%+20.5pp | 72.3%+22.5pp |
| Annual return | 13.55% | 26.20%-12.6pp | 29.46%-15.9pp | 97.94%-84.4pp |
| Employer contribution / active EE | $3,963 | $1,558+154.4% | $2,844+39.4% | $2,406+64.7% |
| Participant deferral / active EE | $5,573 | $3,337+67.0% | $4,047+37.7% | $4,132+34.9% |
| Admin fee / account holder | $297 | $141+111.0% | $6,069-95.1% | $170+75.4% |