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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT-WEST LIFE & ANNUITY INS CO Service code 64 8515 EAST ORCHAD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $44,777 |
Service code 27 4800 DEER LAKE DR. E, FL. 1 · JACKSONVILLE, FL 322466484 | Advisory (Plan) | $39,786 |
TRUOG-RYDING COMPANY, INC.3 years Filed as: TRUOG-RYDING COMPANY INC Service code 13 2659 TOWNSGATE ROAD, STE. 101 · WESTLAKE VILLAGE, CA 91361 | Contract Administrator | $5,109 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,005 |
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 | $16,946 | $40,522-58.2% | $84,637-80.0% | $67,582-74.9% |
| Participation rate | 90.5% | 51.1%+39.4pp | 68.2%+22.2pp | 71.3%+19.2pp |
| Annual return | 25.56% | 32.72%-7.2pp | 258.82%-233.3pp | 378.57%-353.0pp |
| Employer contribution / active EE | $1,255 | $1,146+9.5% | $2,653-52.7% | $2,148-41.6% |
| Participant deferral / active EE | $1,696 | $2,132-20.5% | $3,900-56.5% | $3,539-52.1% |
| Admin fee / account holder | $234 | $145+60.8% | $4,914-95.2% | $142+64.2% |