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| Provider | Service type | Compensation |
|---|---|---|
GORDON ASSET MANAGEMENT1 year Filed as: GORDON ASSET MANAGEMENT, LLC Service code 28 · EIN 42-1582751 1007 SLATER RD SUITE 200 · DURHAM, NC 27703 | Investment Management | $5,250 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO Service code 26 · EIN 74-1625348 2929 ALLEN PARKWAY · HOUSTON, TX 77019 | Advisory (Participants) | $138 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,118 | $47,977-14.3% | $154,107-73.3% | $56,287-26.9% |
| Participation rate | 81.2% | 66.2%+15.0pp | 83.0%-1.8pp | 69.9%+11.3pp |
| Annual return | -5.27% | 3.54%-8.8pp | 735.12%-740.4pp | -9.96%+4.7pp |
| Employer contribution / active EE | $2,156 | $2,169-0.6% | $5,298-59.3% | $2,111+2.1% |
| Participant deferral / active EE | $2,787 | $2,392+16.5% | $5,081-45.1% | $3,350-16.8% |
| Admin fee / account holder | $106 | $438-75.8% | $13,411-99.2% | $521-79.6% |