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| Provider | Service type | Compensation |
|---|---|---|
Filed as: INVESTMENT CONSULTING GROUP INC Service code 27 5117 JERSEY RIDGE RD STE 1 · DAVENPORT, IA 52807 | Advisory (Plan) | $15,046 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $8,923 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $231 |
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 | $116,899 | $52,961+120.7% | $172,752-32.3% | $65,185+79.3% |
| Participation rate | 100.0% | 66.2%+33.8pp | 82.6%+17.4pp | 70.2%+29.8pp |
| Annual return | 22.23% | 30.12%-7.9pp | 802.97%-780.7pp | 29.38%-7.2pp |
| Employer contribution / active EE | $3,176 | $2,190+45.0% | $5,144-38.3% | $2,177+45.9% |
| Participant deferral / active EE | $3,789 | $2,471+53.3% | $5,198-27.1% | $3,514+7.8% |
| Admin fee / account holder | $152 | $472-67.8% | $13,955-98.9% | $847-82.0% |