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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT-WEST LIFE & ANNUITY INS CO Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $93,030 |
CAPFINANCIAL PARTNERS LLC2 years Service code 27 · EIN 26-0058143 4208 SIX FORKS ROAD, SUITE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $63,360 |
Filed as: GREGORY J SCHWARTZ & CO Service code 71 · EIN 38-2117812 3707 W. MAPLE RD., 3213 · BLOOMFIELD HILLS, MI 48301 | Brokerage Fees | $27,278 |
Filed as: ADVISED ASSETS GROUP Service code 28 · EIN 84-1532243 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $17,004 |
MANER COSTERISAN7+ years Service code 10 · EIN 38-2157642 2425 E GRAND RIVER AVE, STE 1 · LANSING, MI 48912 | Accounting | $11,100 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING INC. Service code 71 · EIN 43-1270780 3400 COLLEGE BLVD. · OVERLAND PARK, KS 66211 | Brokerage Fees | $5,183 |
TD AMERITRADE, INC.5 years Service code 33 · EIN 82-0543156 200 S 108TH AVE · OMAHA, NE 68154 | Securities brokerage | $2,523 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $279,533 | $104,336+167.9% | $159,495+75.3% | $86,828+221.9% |
| Participation rate | 95.3% | 77.7%+17.6pp | 82.8%+12.5pp | 72.3%+23.0pp |
| Annual return | 13.41% | 26.32%-12.9pp | 263.72%-250.3pp | 97.95%-84.5pp |
| Employer contribution / active EE | $11,385 | $3,451+229.9% | $4,831+135.6% | $2,406+373.1% |
| Participant deferral / active EE | $9,039 | $6,837+32.2% | $7,354+22.9% | $4,132+118.8% |
| Admin fee / account holder | $180 | $172+4.4% | $10,804-98.3% | $170+6.1% |