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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT-WEST LIFE & ANNUITY INS CO Service code 64 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $18,966 |
Filed as: MESIROW FINANCIAL INVESTMENT MGMT Service code 27 353 N CLARK ST · CHICAGO, IL 60654 | Advisory (Plan) | $12,423 |
Filed as: CBIZ BENEFITS & INS SVCS Service code 13 28126 NETWORK PLACE · CHICAGO, IL 60673 | Contract Administrator | $1,125 |
Filed as: ADVISED ASSETS GROUP LLC Service code 28 8515 E ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $331 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $22,040 | $66,124-66.7% | $90,461-75.6% | $73,497-70.0% |
| Participation rate | 80.5% | 69.7%+10.8pp | 72.7%+7.8pp | 70.7%+9.8pp |
| Annual return | 16.60% | 17.65%-1.1pp | 1294.76%-1278.2pp | 28.51%-11.9pp |
| Employer contribution / active EE | $1,404 | $2,346-40.2% | $3,264-57.0% | $2,270-38.2% |
| Participant deferral / active EE | $2,620 | $3,039-13.8% | $3,964-33.9% | $3,740-29.9% |
| Admin fee / account holder | $226 | $396-43.0% | $5,617-96.0% | $513-56.0% |