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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 | $21,660 |
CLIFTONLARSONALLEN LLP1 year Filed as: CLIFTON LARSON ALLEN WEALTH ADV LLC Service code 27 1301 W 22ND ST SUITE 1100 · OAK BROOK, IL 60523 | Advisory (Plan) | $6,671 |
Filed as: MESIROW FINANCIAL INVESTMENT MGMT Service code 27 353 N CLARK ST · CHICAGO, IL 60654 | Advisory (Plan) | $5,154 |
Filed as: CBIZ BENEFITS & INS SVCS Service code 13 28126 NETWORK PLACE · CHICAGO, IL 60673 | Contract Administrator | $1,300 |
Filed as: ADVISED ASSETS GROUP LLC Service code 28 8515 E ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,034 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,946 | $63,768-64.0% | $98,483-76.7% | $79,391-71.1% |
| Participation rate | 82.0% | 69.9%+12.1pp | 73.3%+8.6pp | 70.7%+11.2pp |
| Annual return | 19.46% | 626.18%-606.7pp | 1494.38%-1474.9pp | 116.88%-97.4pp |
| Employer contribution / active EE | $1,651 | $2,558-35.4% | $2,961-44.2% | $2,428-32.0% |
| Participant deferral / active EE | $4,301 | $3,305+30.1% | $4,276+0.6% | $4,046+6.3% |
| Admin fee / account holder | $204 | $516-60.4% | $5,953-96.6% | $627-67.4% |