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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 1180 W PEACHTREE ST NW STE 2475 · ATLANTA, GA 30309 | Advisory (Plan) | $21,211 |
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $594 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $78,486 | $52,911+48.3% | $73,309+7.1% | $59,633+31.6% |
| Participation rate | 91.9% | 68.2%+23.7pp | 74.9%+17.0pp | 68.7%+23.2pp |
| Annual return | -2.54% | 12.20%-14.7pp | 5.67%-8.2pp | 2041.45%-2044.0pp |
| Employer contribution / active EE | $1,712 | $1,909-10.3% | $3,237-47.1% | $2,203-22.3% |
| Participant deferral / active EE | $6,865 | $4,069+68.7% | $4,991+37.5% | $3,192+115.1% |
| Admin fee / account holder | $136 | $3,835-96.4% | $5,635-97.6% | $4,297-96.8% |