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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRUOG-RYDING COMPANY INC Service code 13 2659 TOWNSGATE ROAD, STE. 101 · WESTLAKE VILLAGE, CA 91361 | Contract Administrator | $7,438 |
Filed as: GREAT-WEST LIFE & ANNUITY INS CO Service code 64 8515 EAST ORCHAD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $5,875 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $489 |
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 | $10,751 | $31,424-65.8% | $81,473-86.8% | $69,631-84.6% |
| Participation rate | 82.7% | 50.8%+31.8pp | 68.0%+14.7pp | 70.7%+12.0pp |
| Annual return | 25.19% | 22.44%+2.7pp | 38.78%-13.6pp | 27571.02%-27545.8pp |
| Employer contribution / active EE | $995 | $1,029-3.3% | $2,568-61.2% | $2,032-51.0% |
| Participant deferral / active EE | $1,390 | $1,838-24.4% | $3,537-60.7% | $3,224-56.9% |
| Admin fee / account holder | $25 | $103-75.8% | $4,561-99.5% | $110-77.5% |