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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $301,770 |
Service code 16 500 W MADISON ST STE 1700 · CHICAGO, IL 60661 | Consulting | $57,500 |
RSM US LLP6+ years Service code 10 30 SOUTH WACKER DR., SUITE 3300 · CHICAGO, IL 60606 | Accounting | $15,800 |
ESLER & VANDERSCHAAFF CO., L.P.A6+ years Filed as: ESLER & VANDERSCHAAFF CO., LPA Service code 29 2912 SPRINGBORO WEST STE 100 · DAYTON, OH 45439 | Legal | $11,139 |
CHARLES SCHWAB & CO., INC.6+ 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 | $124,179 | $102,389+21.3% | $100,540+23.5% | $90,274+37.6% |
| Participation rate | 95.1% | 84.0%+11.0pp | 79.4%+15.7pp | 73.4%+21.7pp |
| Annual return | 17.23% | 22.50%-5.3pp | 30.90%-13.7pp | 53.97%-36.7pp |
| Employer contribution / active EE | $3,264 | $3,056+6.8% | $3,419-4.5% | $2,523+29.3% |
| Participant deferral / active EE | $4,747 | $7,514-36.8% | $6,272-24.3% | $4,231+12.2% |
| Admin fee / account holder | $87 | $83+4.6% | $8,082-98.9% | $114-23.6% |