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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILAGE, CO 80111 | Recordkeeping Fees | $44,329 |
COASTAL PENSION SERVICES4 years Filed as: COASTAL PENSION SERVICES, INC. Service code 13 7230 LEE DEFOREST DRIVE · COLUMBIA, MA 21046 | Contract Administrator | $29,230 |
AMERICAN FUNDS2 years Filed as: THE CAPITAL GROUP INVESTMENT Service code 27 6720-B ROCKLEDGE DR UNIT 400 · BETHESDA, MD 20817 | Advisory (Plan) | $26,491 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $9,271 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,234 | $82,163-63.2% | $125,363-75.9% | $64,814-53.4% |
| Participation rate | 89.4% | 77.9%+11.6pp | 82.4%+7.1pp | 71.5%+18.0pp |
| Annual return | -12.13% | 3.49%-15.6pp | 572.15%-584.3pp | 32.84%-45.0pp |
| Employer contribution / active EE | $2,884 | $3,616-20.3% | $4,815-40.1% | $2,507+15.0% |
| Participant deferral / active EE | $6,796 | $7,175-5.3% | $7,447-8.7% | $4,310+57.7% |
| Admin fee / account holder | $214 | $163+31.2% | $10,005-97.9% | $188+14.0% |