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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ADVISED ASSET GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,474 |
Filed as: GREAT WEST LIFE & ANNUTY CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $425 |
BURLEIGH CONSULTING GROUP2 years Filed as: BURLEIGH CONSULTING GROUP, INC. Service code 13 · EIN 62-0842964 465 JACK KRAMER DR., STE 2 · MEMPHIS, TN 38117 | Contract Administrator | $0 |
JANNEY MONTGOMERY SCOTT LLC6+ years Filed as: JANNEY MONTGOMERY SCOTT, LLC Service code 55 1717 ARCH STREET · PHILADELPHIA, PA 19103 | Other Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $39,125 | $58,888-33.6% | $178,499-78.1% | $73,493-46.8% |
| Participation rate | 60.5% | 66.2%-5.8pp | 81.9%-21.5pp | 70.7%-10.2pp |
| Annual return | 10.72% | 24.86%-14.1pp | 151.10%-140.4pp | 28.51%-17.8pp |
| Employer contribution / active EE | $724 | $2,236-67.6% | $5,011-85.6% | $2,270-68.1% |
| Participant deferral / active EE | $2,160 | $2,568-15.9% | $5,202-58.5% | $3,740-42.3% |
| Admin fee / account holder | $30 | $400-92.5% | $13,986-99.8% | $513-94.2% |