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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 | $19,342 |
LPL FINANCIAL1 year Service code 27 PO BOX 502533 · SAN DIEGO, CA 921502533 | Advisory (Plan) | $14,938 |
Filed as: RETIREMENT STRATEGIES, INC Service code 13 | Contract Administrator | $12,000 |
Service code 55 9785 TOWNE CENTRE DRIVE · SAN DIEGO, CA 92121 | Other Commissions | $9,388 |
Filed as: RETIREMENT STRATEGIES INC. Service code 13 229 FURY'S FERRY RD · AUGUSTA, GA 30907 | Contract Administrator | $1,125 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $32 |
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 | $102,620 | $84,236+21.8% | $170,435-39.8% | $70,126+46.3% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 16.60% | 23.06%-6.5pp | 205.94%-189.3pp | 73.15%-56.5pp |
| Employer contribution / active EE | $6,510 | $3,387+92.2% | $5,432+19.8% | $2,343+177.9% |
| Participant deferral / active EE | $4,827 | $3,086+56.4% | $4,939-2.3% | $3,332+44.9% |
| Admin fee / account holder | $77 | $5,698-98.6% | $13,881-99.4% | $4,645-98.3% |