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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT-WEST LIFE AND ANNUITY Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD, CO 80111 | Recordkeeping Fees | $25,764 |
JONES POUNDER1 year Filed as: JONES POUNDER & ASSOCIATES Service code 10 7 GAMECOCK AVENUE, STE. 704 · CHARLESTON, SC 29407 | Accounting | $7,174 |
Filed as: FIRST PARTY ADMINISTRATOR Service code 13 5352 PEACHTREE ROAD · ATLANTA, GA 30341 | Contract Administrator | $6,681 |
Filed as: ROYAL ALLIANCE ASSOCIATES INC. Service code 55 10 EXCHANGE PLACE, STE. 1410 · JERSEY CITY, NJ 07302 | Other Commissions | $6,075 |
MY BENEFITS, LLC2 years Filed as: MY BENEFITS LLC Service code 13 5352 PEACHTREE ROAD · ATLANTA, GA 30341 | Contract Administrator | $5,591 |
USI CONSULTING GROUP1 year Filed as: USI ADVISORS, INC. Service code 27 95 GLASTONBURY BLVD, STE. 102 · GLASTONBURY, CT 06033 | Advisory (Plan) | $5,459 |
NOVA 401(K) ASSOCIATES1 year Service code 13 10777 NORTHWEST FREEWAY, STE. 440 · HOUSTON, TX 77092 | Contract Administrator | $4,234 |
Service code 99 10777 NORTHWEST FWY, STE. 440 · HOUSTON, TX 77092 | Other Fees | $1,506 |
MY BENEFITS, LLC1 year Service code 13 | Contract Administrator | $1,365 |
Filed as: EMPOWER RETIREMENT Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,256 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
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 | $0 | $138,076-100.0% | $123,553-100.0% | $135,380-100.0% |
| Participation rate | 0.0% | 84.7%-84.7pp | 82.3%-82.3pp | 82.6%-82.6pp |
| Annual return | -189.16% | 153.70%-342.9pp | 119.21%-308.4pp | 519.81%-709.0pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $0 | $6,800-100.0% | $6,426-100.0% | $5,609-100.0% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,284-100.0% | $10,828-100.0% |