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| Provider | Service type | Compensation |
|---|---|---|
BENEFITS PLAN PLUS LLC3 years Service code 13 11701 BORMAN DR, STE 300 · ST LOUIS, MO 63146 | Contract Administrator | $28,698 |
Filed as: GREATWEST LIFE & ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $12,967 |
Filed as: BENEFIT PLANS PLUS, LLC Service code 13 | Contract Administrator | $10,000 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CA 80111 | Investment Management | $7,204 |
Filed as: GWFS EQUITIES INC Service code 33 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Shareholder servicing fees; Other inv... | $45 |
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 | $248,244 | $58,895+321.5% | $178,503+39.1% | $73,497+237.8% |
| Participation rate | 100.0% | 66.2%+33.8pp | 81.9%+18.1pp | 70.7%+29.3pp |
| Annual return | 13.32% | 24.86%-11.5pp | 151.12%-137.8pp | 28.51%-15.2pp |
| Employer contribution / active EE | $13,663 | $2,236+511.1% | $5,011+172.7% | $2,270+501.9% |
| Participant deferral / active EE | $8,622 | $2,567+235.9% | $5,202+65.7% | $3,740+130.6% |
| Admin fee / account holder | $202 | $400-49.6% | $13,987-98.6% | $513-60.7% |