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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ADVISED ASSETS GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $381,405 |
Filed as: GREAT-WEST LIFE & ANNUITY INS CO Service code 15 · EIN 84-0467907 | Recordkeeping | $317,679 |
AON CONSULTING2+ years Filed as: AON HEWITT INVESTMENT CONSULTING Service code 27 · EIN 36-3109431 | Advisory (Plan) | $90,388 |
BDO USA, LLP2+ years Filed as: BDOSEIDMAN Service code 10 · EIN 13-5381590 | Accounting | $53,249 |
BLUE CHIP RETIREMENT PLANS, INC.2+ years Filed as: BLUE PRAIRIE GROUP LLC Service code 50 · EIN 76-0701903 | Direct Payment | $29,000 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: J.P. MORGAN SECURITIES LLC Service code 33 · EIN 13-4110995 | Direct payment from the plan; Securit... | $18,731 |
MILLER KAPLAN ARASE LLP2+ years Filed as: MILLER, JOHNSON, SNELL & CUMMINSKEY Service code 29 · EIN 38-1603110 | Legal | $15,898 |
Filed as: GREAT-WEST LIFE & ANNUITY INC CO Service code 15 | Recordkeeping | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $233,679 | $100,921+131.5% | $82,312+183.9% | $177,276+31.8% |
| Participation rate | 97.5% | 86.9%+10.5pp | 76.9%+20.6pp | 74.8%+22.6pp |
| Annual return | 15.40% | 20.33%-4.9pp | 25.88%-10.5pp | 21.25%-5.9pp |
| Employer contribution / active EE | $6,193 | $3,145+96.9% | $2,428+155.0% | $2,479+149.8% |
| Participant deferral / active EE | $7,588 | $5,192+46.2% | $3,706+104.7% | $3,881+95.5% |
| Admin fee / account holder | $142 | $64+120.8% | $5,608-97.5% | $154-8.1% |