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| Provider | Service type | Compensation |
|---|---|---|
GUARDIAN CAPITAL ADVISORS LLC1+ years Filed as: GUARDIAN CAPITAL ADVISORS Service code 27 · EIN 27-0418251 | Advisory (Plan) | $17,096 |
MVP PLAN ADMINISTRATORS, INC.1+ years Filed as: MVP PLAN ADMINISTRATORS INC Service code 13 | Contract Administrator | $6,460 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 64 | Recordkeeping Fees | $469 |
Filed as: ADVISED ASSET GROUP Service code 28 | Investment Management | $199 |
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 | $74,199 | $55,182+34.5% | $73,309+1.2% | $55,191+34.4% |
| Participation rate | 77.6% | 73.9%+3.7pp | 74.9%+2.7pp | 69.2%+8.5pp |
| Annual return | 0.23% | 8.55%-8.3pp | 5.67%-5.4pp | 10.78%-10.6pp |
| Employer contribution / active EE | $3,357 | $1,935+73.6% | $3,237+3.7% | $1,899+76.8% |
| Participant deferral / active EE | $7,058 | $4,641+52.1% | $4,991+41.4% | $3,046+131.7% |
| Admin fee / account holder | $92 | $68+33.9% | $5,635-98.4% | $91+1.0% |