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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,484 |
Filed as: GREAT-WEST LIFE & ANNUITY COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,076 |
PENSIONMARK FINANCIAL GROUP LLC2+ years Service code 27 24 E COTA ST STE 200 · SANTA BARBARA, CA 93101 | Advisory (Plan) | $1,294 |
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 | $41,905 | $63,114-33.6% | $92,916-54.9% | $65,188-35.7% |
| Participation rate | 100.0% | 68.8%+31.2pp | 76.0%+24.0pp | 70.2%+29.8pp |
| Annual return | 23.38% | 28.75%-5.4pp | 109.45%-86.1pp | 29.38%-6.0pp |
| Employer contribution / active EE | $5,447 | $2,571+111.9% | $3,654+49.1% | $2,177+150.2% |
| Participant deferral / active EE | $3,618 | $3,108+16.4% | $4,238-14.6% | $3,514+3.0% |
| Admin fee / account holder | $64 | $624-89.8% | $5,796-98.9% | $847-92.5% |