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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT WEST LIFE & ANNUITY INS CO Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $18,707 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 5707 SW PKWY BLDG 2 STE 400 · AUSTIN, TX 78735 | Advisory (Plan) | $10,777 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $8,552 |
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,029 |
GOLDLEAF PARTNERS2 years Filed as: GOLDLEAF PARTNERS EMPLOYER SERVICES Service code 13 · EIN 45-0514557 | Contract Administrator | $1,493 |
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 | $35,069 | $62,928-44.3% | $172,752-79.7% | $67,579-48.1% |
| Participation rate | 49.3% | 64.5%-15.1pp | 82.6%-33.3pp | 71.3%-21.9pp |
| Annual return | 22.53% | 30.36%-7.8pp | 802.97%-780.4pp | 378.56%-356.0pp |
| Employer contribution / active EE | $871 | $1,636-46.8% | $5,144-83.1% | $2,148-59.5% |
| Participant deferral / active EE | $1,365 | $2,145-36.4% | $5,198-73.7% | $3,539-61.4% |
| Admin fee / account holder | $110 | $167-33.7% | $13,955-99.2% | $142-22.4% |