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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 1180 W PEACHTREE ST NW STE 2475 · ATLANTA, GA 30309 | Advisory (Plan) | $18,215 |
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $1,019 |
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 | $82,279 | $56,287+46.2% | $80,977+1.6% | $62,881+30.8% |
| Participation rate | 93.0% | 68.9%+24.0pp | 75.8%+17.1pp | 69.3%+23.7pp |
| Annual return | 5.56% | 22.13%-16.6pp | 17.11%-11.5pp | 20.14%-14.6pp |
| Employer contribution / active EE | $1,967 | $1,943+1.3% | $3,715-47.0% | $2,281-13.8% |
| Participant deferral / active EE | $7,964 | $4,196+89.8% | $5,696+39.8% | $3,203+148.6% |
| Admin fee / account holder | $169 | $3,742-95.5% | $5,517-96.9% | $4,296-96.1% |