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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 64 · EIN 84-0467907 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $26,467 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO ADVISORS, LLC Service code 55 | Other Commissions | $14,647 |
BLUE CHIP RETIREMENT PLANS, INC.2+ years Service code 13 · EIN 39-1974154 6737 W. WASHINGTON ST -STE 1105 · MILWAUKEE, WI 53214 | Contract Administrator | $8,244 |
AMERICAN FUNDS2+ years Filed as: CAPITAL RESEARCH AND MANAGEMENT CO Service code 64 · EIN 95-1411037 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping Fees | $0 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $29,495 | $56,640-47.9% | $78,002-62.2% | $55,167-46.5% |
| Participation rate | 83.2% | 73.3%+9.9pp | 75.5%+7.7pp | 69.0%+14.2pp |
| Annual return | 9.60% | 2868.48%-2858.9pp | 425.99%-416.4pp | 169.23%-159.6pp |
| Employer contribution / active EE | $818 | $1,724-52.5% | $2,470-66.9% | $1,963-58.3% |
| Participant deferral / active EE | $1,816 | $2,778-34.6% | $3,497-48.1% | $3,054-40.5% |
| Admin fee / account holder | $137 | $467-70.7% | $5,481-97.5% | $504-72.9% |