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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT WEST LIFE & ANNUITY INS CO Service code 64 · EIN 84-0467907 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $25,694 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $15,000 |
EPIC RETIREMENT PLAN SERVICES4+ years Filed as: CORNERSTONE RETIREMENT PLAN ADMIN Service code 13 · EIN 27-1207016 931 JEFFERSON BLVD · WARWICK, RI 02886 | Contract Administrator | $7,996 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,807 |
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 | $49,147 | $58,093-15.4% | $80,022-38.6% | $56,287-12.7% |
| Participation rate | 79.8% | 73.6%+6.1pp | 75.8%+3.9pp | 69.9%+9.9pp |
| Annual return | -6.51% | 34.63%-41.1pp | 11.22%-17.7pp | -9.96%+3.4pp |
| Employer contribution / active EE | $624 | $1,933-67.7% | $2,468-74.7% | $2,111-70.4% |
| Participant deferral / active EE | $2,646 | $3,136-15.6% | $3,686-28.2% | $3,350-21.0% |
| Admin fee / account holder | $186 | $623-70.2% | $6,521-97.2% | $521-64.4% |