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| Provider | Service type | Compensation |
|---|---|---|
Service code 55 70100 AMERIPRISE FINANCIAL CENTER · MINNEAPOLIS, MN 55474 | Other Commissions | $17,192 |
ASSOCIATED PENSION CONSULTANTS6+ years Filed as: ASSOCIATED PENSION CONSULTANTS, INC Service code 13 · EIN 11-3271022 111 EXPRESS STREET · PLAINVIEW, NY 11803 | Contract Administrator | $8,860 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,148 |
Filed as: GREAT WEST LIFE & ANNUITY CO Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,427 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $47,028 | $98,760-52.4% | $149,715-68.6% | $79,858-41.1% |
| Participation rate | 84.5% | 75.8%+8.8pp | 82.5%+2.1pp | 69.6%+14.9pp |
| Annual return | 21.14% | 27.43%-6.3pp | 276.66%-255.5pp | 31.72%-10.6pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,645-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $8,100 | $5,681+42.6% | $6,842+18.4% | $3,740+116.6% |
| Admin fee / account holder | $27 | $6,053-99.6% | $9,310-99.7% | $5,306-99.5% |