Filed April 15, 2021 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC1 year Filed as: ASCENSUS HOLDINGS Service code 13 101 W BROADWAY SUITE 1420 · SAN DIEGO, CA 92101 | Contract Administrator | $3,934 |
GOLDLEAF PARTNERS1 year Filed as: GOLDLEAF PARTNER SERVICES Service code 13 | Contract Administrator | $2,215 |
GOLDLEAF PARTNERS1 year Filed as: GOLDLEAF PARTNERS SERVICES Service code 13 PO BOX 55757 · BOSTON, MA 02205 | Contract Administrator | $845 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $586 |
Filed as: GREAT WEST LIFE & ANNUITY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $188 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,945 | $137,414-51.3% | $189,537-64.7% | $85,847-22.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 87.8%+12.2pp | 69.3%+30.7pp |
| Annual return | 11.97% | 38.14%-26.2pp | 555.34%-543.4pp | 318.61%-306.6pp |
| Employer contribution / active EE | $2,630 | $4,344-39.5% | $6,161-57.3% | $2,565+2.5% |
| Participant deferral / active EE | $6,777 | $6,260+8.3% | $8,220-17.6% | $3,952+71.5% |
| Admin fee / account holder | $2 | $8,630-100.0% | $12,048-100.0% | $6,261-100.0% |