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| Provider | Service type | Compensation |
|---|---|---|
RMI INSURANCE SERVICES INC.7+ years Service code 16 220 TECHNOLOGY DR #110 · IRVINE, CA 92618 | Consulting | $40,609 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $13,829 |
Service code 13 206 N. 1ST AVE · ARCADIA, CA 91006 | Contract Administrator | $1,680 |
Filed as: GREAT WEST LIFE & ANNUITY CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,035 | $63,471+84.4% | $68,803+70.1% | $66,949+74.8% |
| Participation rate | 97.1% | 60.0%+37.1pp | 69.0%+28.1pp | 69.8%+27.3pp |
| Annual return | 3.02% | -8.29%+11.3pp | -6.37%+9.4pp | 1.57%+1.5pp |
| Employer contribution / active EE | $4,854 | $1,776+173.3% | $2,656+82.8% | $2,545+90.7% |
| Participant deferral / active EE | $3,248 | $2,946+10.2% | $3,942-17.6% | $4,239-23.4% |
| Admin fee / account holder | $169 | $578-70.7% | $4,936-96.6% | $594-71.5% |