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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $35,424 |
Service code 27 4340 REDWOOD HWY STE B60 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $17,052 |
TG BENEFITS, INC.4 years Service code 13 · EIN 81-0831793 PO BOX 45828 · MADISON, WI 53744 | Contract Administrator | $14,649 |
ADVISORY ASSETS GROUP2 years Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,032 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $20,515 | $61,473-66.6% | $81,726-74.9% | $73,412-72.1% |
| Participation rate | 91.4% | 72.4%+19.1pp | 72.0%+19.4pp | 72.2%+19.3pp |
| Annual return | 24.21% | 28.26%-4.0pp | 29.49%-5.3pp | 59.30%-35.1pp |
| Employer contribution / active EE | $1,535 | $1,898-19.1% | $4,311-64.4% | $2,234-31.3% |
| Participant deferral / active EE | $3,178 | $3,080+3.2% | $7,108-55.3% | $3,806-16.5% |
| Admin fee / account holder | $147 | $125+17.1% | $5,160-97.2% | $158-6.9% |