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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT-WEST LIFE INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $19,129 |
KATHMERE CAPITAL MANAGEMENT2 years Filed as: KATHMERE CAPITAL MANAGEMENT LLC Service code 27 1000 CONTINENTAL DR. STE 430 · KING OF PRUSSIA, PA 19406 | Advisory (Plan) | $9,271 |
DORSA CONSULTING SERVICES2 years Filed as: DORSA CONSULTING SERVICES, INC. Service code 13 | Contract Administrator | $3,090 |
DORSA CONSULTING SERVICES2 years Filed as: DORSA CONSULTING SERVICES INC. Service code 13 5775 GLENRIDGE DR. NE · SANDY SPRINGS, GA 30328 | Contract Administrator | $2,655 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $600 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $16,765 | $66,813-74.9% | $100,528-83.3% | $73,493-77.2% |
| Participation rate | 91.5% | 77.5%+14.1pp | 79.4%+12.1pp | 70.7%+20.9pp |
| Annual return | 16.82% | 25.70%-8.9pp | 30.90%-14.1pp | 28.51%-11.7pp |
| Employer contribution / active EE | $705 | $2,147-67.2% | $3,419-79.4% | $2,270-68.9% |
| Participant deferral / active EE | $2,856 | $5,883-51.5% | $6,271-54.5% | $3,740-23.6% |
| Admin fee / account holder | $118 | $512-76.9% | $8,084-98.5% | $513-77.0% |