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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 84-0467907 | Recordkeeping | $468,254 |
Filed as: ADVISED ASSET GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $296,658 |
ENNIS HARGADON, LLC1 year Filed as: ENNIS KNUPP INC Service code 28 · EIN 36-3109431 | Investment Management | $44,998 |
AON CONSULTING3+ years Filed as: AON HEWITT INVESTMENT CONSULTING Service code 27 · EIN 22-2232264 | Advisory (Plan) | $44,996 |
BDO USA, LLP1 year Filed as: BDO USA LLP Service code 10 · EIN 13-5381590 | Accounting | $17,749 |
Filed as: GREAT-WEST LIFE & ANNUITY INC CO Service code 15 | Recordkeeping | $0 |
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 | $227,654 | $96,261+136.5% | $76,768+196.5% | $68,904+230.4% |
| Participation rate | 99.4% | 87.0%+12.4pp | 77.0%+22.5pp | 74.1%+25.3pp |
| Annual return | 11.82% | -0.85%+12.7pp | 2.43%+9.4pp | 1.07%+10.8pp |
| Employer contribution / active EE | $6,134 | $3,303+85.7% | $2,485+146.8% | $2,540+141.5% |
| Participant deferral / active EE | $7,865 | $5,537+42.1% | $3,852+104.2% | $4,015+95.9% |
| Admin fee / account holder | $123 | $73+68.2% | $6,676-98.2% | $71+71.9% |