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| Provider | Service type | Compensation |
|---|---|---|
Filed as: INVESTMENT RESEARCH & ADVISORY Service code 27 1230 PEACHTREE ST NE STE 3800 · ATLANTA, GA 30309 | Advisory (Plan) | $19,703 |
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $18,248 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $108,049 | $63,365+70.5% | $91,994+17.5% | $72,975+48.1% |
| Participation rate | 91.8% | 72.5%+19.3pp | 78.6%+13.2pp | 69.5%+22.3pp |
| Annual return | 22.83% | 35.35%-12.5pp | 69.04%-46.2pp | 81.01%-58.2pp |
| Employer contribution / active EE | $2,278 | $2,116+7.7% | $3,453-34.0% | $2,440-6.6% |
| Participant deferral / active EE | $10,585 | $4,883+116.7% | $5,924+78.7% | $3,608+193.4% |
| Admin fee / account holder | $293 | $4,670-93.7% | $7,744-96.2% | $5,124-94.3% |