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| Provider | Service type | Compensation |
|---|---|---|
VAN IWAARDEN ASSOCIATES1 year Service code 10 840 LUMBER EXCHANGE BUILDING · MINNEAPOLIS, MN 554021010 | Accounting | $8,792 |
Service code 14 · EIN 02-0691794 | Plan Administrator | $5,581 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,745 |
Filed as: GREAT-WEST LIFE & ANNUITY COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $690 |
CHARLES SCHWAB & CO., INC.4+ years Service code 33 · EIN 94-1737782 | Securities brokerage | $297 |
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $532,766 | $73,102+628.8% | $123,552+331.2% | $56,287+846.5% |
| Participation rate | 93.3% | 74.3%+19.0pp | 82.3%+11.0pp | 69.9%+23.4pp |
| Annual return | -3.85% | 3.01%-6.9pp | 119.20%-123.0pp | -9.96%+6.1pp |
| Employer contribution / active EE | $16,257 | $2,977+446.1% | $4,628+251.3% | $2,111+670.1% |
| Participant deferral / active EE | $9,947 | $5,423+83.4% | $6,426+54.8% | $3,350+197.0% |
| Admin fee / account holder | $130 | $554-76.6% | $9,285-98.6% | $521-75.1% |