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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 64 8515 E. ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $35,047 |
WOODBURY FINANCIAL SERVICES5 years Service code 55 5665 PLAZA DR STE 350 · CYPRESS, CA 90630 | Other Commissions | $15,882 |
Service code 13 | Contract Administrator | $7,326 |
Filed as: BLUE CHIP RETIREMENT PLANS Service code 13 6737 W. WASHINGTON ST STE 1105 · MILWAUKEE, WI 53214 | Contract Administrator | $1,350 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 E ORCHARD ROAD · GREENWOOD, CO 80111 | Investment Management | $794 |
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 | $55,894 | $73,638-24.1% | $95,960-41.8% | $73,493-23.9% |
| Participation rate | 93.7% | 76.2%+17.5pp | 77.1%+16.6pp | 70.7%+23.0pp |
| Annual return | 15.70% | 16.78%-1.1pp | 91.63%-75.9pp | 28.51%-12.8pp |
| Employer contribution / active EE | $558 | $1,863-70.0% | $2,541-78.0% | $2,270-75.4% |
| Participant deferral / active EE | $3,864 | $3,617+6.8% | $4,167-7.3% | $3,740+3.3% |
| Admin fee / account holder | $216 | $482-55.2% | $6,797-96.8% | $513-57.9% |