| Provider | Service type | Compensation |
|---|---|---|
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,435,829 |
Service code 15 · EIN 84-0467907 | Recordkeeping | $361,177 |
METLIFE LIFE INSURANCE COMPANY4+ years Filed as: METROPOLITAN LIFE INSURANCE COMPANY Service code 28 · EIN 13-5581829 | Investment Management | $352,940 |
COWEN & COMPANY LLC3 years Service code 50 · EIN 84-1702964 | Direct Payment | $21,194 |
NEWPORT GROUP, INC.3 years Filed as: NEWPORT GROUP SECURITIES INC Service code 99 300 PRIMERA BLVD STE 200 · LAKE MARY FL, FL 327462156 | Other Fees | $16,735 |
Filed as: GWFS EQUITIES INC Service code 33 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Securities brokerage | $935 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,495 | $101,555+23.6% | $152,473-17.7% | $101,555+23.6% |
| Participation rate | 97.9% | 74.5%+23.4pp | 78.2%+19.7pp | 74.5%+23.4pp |
| Annual return | 14.96% | 21.00%-6.0pp | 757.59%-742.6pp | 21.00%-6.0pp |
| Employer contribution / active EE | $6,749 | $2,972+127.1% | $4,326+56.0% | $2,972+127.1% |
| Participant deferral / active EE | $7,015 | $4,874+43.9% | $5,817+20.6% | $4,874+43.9% |
| Admin fee / account holder | $184 | $139+32.0% | $15,811-98.8% | $139+32.0% |