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| Provider | Service type | Compensation |
|---|---|---|
SECURITIES AMERICA INC5 years Filed as: SECURITIES AMERICA, INC Service code 55 12325 PORT GRACE BLVD · LA VISTA, NE 68128 | Other Commissions | $13,050 |
GOLDLEAF PARTNERS6+ years Service code 13 | Contract Administrator | $7,627 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,863 |
GOLDLEAF PARTNERS3 years Filed as: GOLDLEAF PARTNERS EMPLOYER SERVICES Service code 13 · EIN 45-0514557 | Contract Administrator | $1,105 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD, CO 80111 | Recordkeeping Fees | $0 |
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 | $55,526 | $55,636-0.2% | $81,988-32.3% | $73,493-24.4% |
| Participation rate | 57.6% | 62.3%-4.7pp | 69.3%-11.6pp | 70.7%-13.1pp |
| Annual return | 14.10% | 19.07%-5.0pp | 41.31%-27.2pp | 28.51%-14.4pp |
| Employer contribution / active EE | $671 | $1,625-58.7% | $2,498-73.1% | $2,270-70.4% |
| Participant deferral / active EE | $2,251 | $2,762-18.5% | $3,722-39.5% | $3,740-39.8% |
| Admin fee / account holder | $29 | $493-94.0% | $5,665-99.5% | $513-94.3% |