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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $313,144 |
Service code 27 500 W MADISON ST STE 1700 · CHICAGO, IL 60661 | Advisory (Plan) | $55,825 |
ESLER & VANDERSCHAAFF CO., L.P.A5+ years Filed as: ESLER & VANDERSCHAAFF CO., LPA Service code 29 2912 SPRINGBORO WEST STE 100 · DAYTON, OH 45439 | Legal | $17,472 |
RSM US LLP5+ years Service code 10 ONE SOUTH WACKER DRIVE · CHICAGO, IL 60606 | Accounting | $16,252 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $482 |
CHARLES SCHWAB & CO., INC.5+ years Service code 33 | Securities brokerage | $0 |
Filed as: GREAT-WEST LIFE & ANNUITY INS. CO Service code 64 | Recordkeeping Fees | $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 | $108,967 | $86,338+26.2% | $91,994+18.5% | $77,775+40.1% |
| Participation rate | 90.5% | 82.9%+7.6pp | 78.6%+11.9pp | 73.2%+17.3pp |
| Annual return | 22.65% | 29.65%-7.0pp | 69.04%-46.4pp | 32.58%-9.9pp |
| Employer contribution / active EE | $2,919 | $2,988-2.3% | $3,453-15.5% | $2,504+16.6% |
| Participant deferral / active EE | $4,193 | $6,908-39.3% | $5,924-29.2% | $3,966+5.7% |
| Admin fee / account holder | $92 | $79+16.0% | $7,744-98.8% | $100-8.0% |