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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 1180 W PEACHTREE ST NW STE 2475 · ATLANTA, GA 30309 | Advisory (Plan) | $18,653 |
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $11,078 |
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 | $88,202 | $64,359+37.0% | $90,161-2.2% | $70,126+25.8% |
| Participation rate | 94.4% | 70.4%+24.0pp | 76.9%+17.6pp | 69.5%+24.9pp |
| Annual return | 17.59% | 28.13%-10.5pp | 34.89%-17.3pp | 73.15%-55.6pp |
| Employer contribution / active EE | $2,296 | $2,046+12.2% | $3,318-30.8% | $2,343-2.0% |
| Participant deferral / active EE | $8,985 | $4,389+104.7% | $5,287+69.9% | $3,332+169.7% |
| Admin fee / account holder | $260 | $3,945-93.4% | $5,943-95.6% | $4,645-94.4% |