Filed September 4, 2025
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ADVISED ASSET GROUP LLC Service code 28 · EIN 84-1532243 | Investment Management | $24,409 |
WHALEN CAPITAL7+ years Filed as: WHALEN CAPITAL, INC Service code 27 · EIN 81-0563242 | Advisory (Plan) | $14,706 |
Filed as: GREAT WEST LIFE & ANNUITY COMPANY Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $3,544 |
Service code 13 | Contract Administrator | $1,046 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,723 | $59,584-50.1% | $86,625-65.7% | $79,389-62.6% |
| Participation rate | 77.4% | 67.7%+9.7pp | 71.6%+5.7pp | 70.7%+6.7pp |
| Annual return | 9.34% | 23.15%-13.8pp | 63.52%-54.2pp | 116.89%-107.6pp |
| Employer contribution / active EE | $1,300 | $1,768-26.5% | $2,496-47.9% | $2,428-46.5% |
| Participant deferral / active EE | $1,371 | $3,036-54.9% | $3,700-63.0% | $4,046-66.1% |
| Admin fee / account holder | $173 | $604-71.3% | $5,830-97.0% | $626-72.3% |