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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 | $48,619 |
LPL FINANCIAL2 years Service code 27 P.O. BOX 502533 · SAN DIEGO, CA 921502533 | Advisory (Plan) | $26,984 |
RETIREMENT STRATEGIES, INC.2 years Filed as: RETIREMENT STRATEGIES, INC Service code 13 229 FURYS FERRY ROAD · AUGUSTA, GA 30907 | Contract Administrator | $9,192 |
Filed as: EMPOWER RETIREMENT ADVISORY SERV Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $109 |
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 | $96,097 | $75,962+26.5% | $154,111-37.6% | $64,173+49.7% |
| Participation rate | 98.9% | 70.4%+28.5pp | 83.0%+15.9pp | 69.6%+29.3pp |
| Annual return | -7.09% | 30.32%-37.4pp | 735.18%-742.3pp | 7.63%-14.7pp |
| Employer contribution / active EE | $6,480 | $3,350+93.4% | $5,298+22.3% | $2,381+172.2% |
| Participant deferral / active EE | $5,524 | $3,175+74.0% | $5,081+8.7% | $3,470+59.2% |
| Admin fee / account holder | $255 | $5,589-95.4% | $13,411-98.1% | $4,887-94.8% |