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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC1 year Filed as: ASCENSUS Service code 13 1102 CHESTNUT HILLS PARKWAY · FORT WAYNE, IN 46814 | Contract Administrator | $14,270 |
VALMARK ADVISERS INC1 year Filed as: VALMARK ADVISERS INC. Service code 27 130 SPRINGSIDE DRIVE · AKRON, OH 44333 | Advisory (Plan) | $9,667 |
Filed as: GREAT-WEST LIFE & INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $8,079 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $13 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $23,754 | $46,966-49.4% | $185,117-87.2% | $69,631-65.9% |
| Participation rate | 76.4% | 65.3%+11.1pp | 77.3%-0.9pp | 70.7%+5.7pp |
| Annual return | 7.04% | 22.36%-15.3pp | 40.50%-33.5pp | 27571.02%-27564.0pp |
| Employer contribution / active EE | $2,678 | $1,360+96.9% | $4,182-36.0% | $2,032+31.8% |
| Participant deferral / active EE | $527 | $3,017-82.5% | $5,045-89.6% | $3,224-83.6% |
| Admin fee / account holder | $28 | $94-70.6% | $8,159-99.7% | $110-75.0% |