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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC3 years Service code 37 · EIN 11-3665754 | Loan Processing | $8,915 |
RITZ HOLMAN LLP5+ years Service code 10 · EIN 39-0919055 | Accounting | $7,350 |
Service code 13 6737 W WASHINGTON ST. · MILWAUKEE, WI 53214 | Contract Administrator | $3,059 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,400 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $365 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $112,020 | $72,273+55.0% | $101,275+10.6% | $79,856+40.3% |
| Participation rate | 69.2% | 68.5%+0.8pp | 75.8%-6.6pp | 69.6%-0.4pp |
| Annual return | 11.90% | 22.30%-10.4pp | 46.48%-34.6pp | 31.71%-19.8pp |
| Employer contribution / active EE | $2,353 | $2,691-12.6% | $3,660-35.7% | $2,471-4.8% |
| Participant deferral / active EE | $6,967 | $3,282+112.3% | $4,371+59.4% | $3,741+86.3% |
| Admin fee / account holder | $237 | $4,401-94.6% | $5,948-96.0% | $5,306-95.5% |