Filed May 16, 2022 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT-WEST LIFE & ANNUITY INS CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $64,528 |
GOLDMAN SACHS2+ years Filed as: AVEO CAPITAL PARTNERS, LLC Service code 27 6400 S FIDDLERS GREEN CIRCLE · GREENWOOD VILLAGE, CO 80111 | Advisory (Plan) | $31,810 |
Filed as: BLUE RIDGE ESOP ASSOCIATES Service code 13 154 HANSEN RD STE 102 · CHARLOTTESVILLE, VA 22911 | Contract Administrator | $9,825 |
DRAKE-WILLIAMS STEEL, INC2+ years Service code 99 2301 HICKORY ST · OMAHA, NE 68108 | Other Fees | $9,000 |
TD AMERITRADE, INC.2+ years Filed as: TD AMERITRADE, INC Service code 33 200 S 109TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $1,179 |
TD AMERITRADE, INC.1 year Service code 33 | Securities brokerage | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $65,990 | $64,909+1.7% | $82,312-19.8% | $62,293+5.9% |
| Participation rate | 98.9% | 74.9%+24.1pp | 76.9%+22.0pp | 69.5%+29.4pp |
| Annual return | 13.74% | 21.18%-7.4pp | 25.88%-12.1pp | 28.90%-15.2pp |
| Employer contribution / active EE | $0 | $1,676-100.0% | $2,428-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $2,407 | $3,103-22.4% | $3,706-35.0% | $3,169-24.0% |
| Admin fee / account holder | $353 | $440-19.6% | $5,608-93.7% | $479-26.3% |