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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT-WEST LIFE & ANNUITY INS. CO. Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $54,032 |
RAYMOND JAMES FINANCIAL SERVICES7+ years Filed as: RAYMOND JAMES & ASSOCIATES, INC. Service code 55 | Other Commissions | $26,675 |
Filed as: QUALIFIED RETIREMENT PLAN SERVICES Service code 13 2724 DISCOVERY DRIVE, STE. 100 · RALEIGH, NC 27616 | Contract Administrator | $8,525 |
Filed as: RETIREMENT PLAN SOLUTIONS, INC. Service code 13 535 KEISELER DRIVE, STE 102 · CARY, NC 27518 | Contract Administrator | $1,626 |
Filed as: RAYMOND JAMES & ASSOCIATES Service code 55 880 CARILLON PARKWAY · ST. PETERSBURG, FL 33716 | Other Commissions | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,988 | $65,125-50.9% | $143,797-77.8% | $66,949-52.2% |
| Participation rate | 99.4% | 65.2%+34.2pp | 80.3%+19.0pp | 69.8%+29.5pp |
| Annual return | -14.37% | -11.13%-3.2pp | -0.04%-14.3pp | 1.57%-15.9pp |
| Employer contribution / active EE | $3,418 | $2,362+44.7% | $4,952-31.0% | $2,545+34.3% |
| Participant deferral / active EE | $4,821 | $2,920+65.1% | $5,638-14.5% | $4,239+13.7% |
| Admin fee / account holder | $235 | $503-53.3% | $14,679-98.4% | $594-60.4% |