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| Provider | Service type | Compensation |
|---|---|---|
BENEFITS PLAN PLUS LLC4 years Service code 13 11701 BORMAN DR, STE 300 · ST LOUIS, MO 63146 | Contract Administrator | $28,425 |
Filed as: GREATWEST LIFE & ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $24,918 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CA 80111 | Investment Management | $11,368 |
Filed as: BENEFIT PLANS PLUS, LLC Service code 13 | Contract Administrator | $10,000 |
Filed as: GWFS EQUITIES INC Service code 33 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Participant communication; Shareholde... | $593 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $275,758 | $61,172+350.8% | $185,851+48.4% | $79,389+247.3% |
| Participation rate | 99.5% | 66.6%+32.9pp | 81.7%+17.8pp | 70.7%+28.8pp |
| Annual return | 13.79% | 19.45%-5.7pp | 122.11%-108.3pp | 116.89%-103.1pp |
| Employer contribution / active EE | $14,390 | $2,321+520.1% | $5,168+178.4% | $2,428+492.7% |
| Participant deferral / active EE | $9,224 | $2,788+230.9% | $5,569+65.6% | $4,046+128.0% |
| Admin fee / account holder | $248 | $710-65.1% | $16,245-98.5% | $626-60.5% |