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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $46,466 |
Service code 27 4340 REDWOOD HWY STE B60 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $24,793 |
TG BENEFITS, INC.5 years Service code 13 · EIN 81-0831793 PO BOX 45828 · MADISON, WI 53744 | Contract Administrator | $20,520 |
ADVISORY ASSETS GROUP3 years Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,350 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,451 | $66,528-64.7% | $86,868-73.0% | $86,813-73.0% |
| Participation rate | 81.0% | 72.4%+8.7pp | 71.6%+9.4pp | 72.3%+8.7pp |
| Annual return | 19.09% | 19.56%-0.5pp | 63.53%-44.4pp | 97.93%-78.8pp |
| Employer contribution / active EE | $1,573 | $2,007-21.6% | $2,496-37.0% | $2,406-34.6% |
| Participant deferral / active EE | $3,242 | $3,240+0.1% | $3,699-12.4% | $4,131-21.5% |
| Admin fee / account holder | $174 | $148+17.2% | $5,829-97.0% | $170+2.3% |