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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT-WEST LIFE & ANNUITY INS CO Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $764,138 |
PLANTE & MORAN, PLLC6+ years Filed as: PLANTE MORAN FINANCIAL ADVISORS Service code 13 · EIN 38-1357951 | Contract Administrator | $46,797 |
Filed as: GREGORY J SCHWARTZ & CO Service code 71 · EIN 38-2117812 3707 W. MAPLE RD., 3213 · BLOOMFIELD HILLS, MI 48301 | Brokerage Fees | $23,661 |
Service code 27 · EIN 26-0058143 4208 SIX FORKS ROAD, SUITE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $15,606 |
MANER COSTERISAN6+ years Service code 10 · EIN 38-2157642 | Accounting | $10,551 |
Filed as: ADVISED ASSETS GROUP Service code 28 · EIN 84-1532243 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $8,736 |
TD AMERITRADE, INC.4 years Service code 33 · EIN 82-0543156 | Securities brokerage | $3,125 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $265,109 | $100,801+163.0% | $149,751+77.0% | $73,415+261.1% |
| Participation rate | 95.2% | 77.7%+17.5pp | 82.5%+12.7pp | 72.2%+23.0pp |
| Annual return | 12.89% | 265.34%-252.4pp | 276.71%-263.8pp | 59.30%-46.4pp |
| Employer contribution / active EE | $11,180 | $3,312+237.6% | $4,646+140.6% | $2,234+400.5% |
| Participant deferral / active EE | $8,940 | $6,404+39.6% | $6,843+30.6% | $3,806+134.9% |
| Admin fee / account holder | $167 | $181-7.8% | $9,312-98.2% | $158+5.6% |