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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $14,208 |
LPL FINANCIAL3+ years Service code 27 P.O. BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Plan) | $9,259 |
PENSION FINANCIAL SERVICES, INC.3+ years Service code 13 | Contract Administrator | $5,743 |
APRIO LLP1 year Filed as: HA&W WEALTH MANAGEMENT, LLC Service code 27 FIVE CONCOURSE PARKWAY SUITE 1000 · ATLANTA, GA 30328 | Advisory (Plan) | $5,099 |
PENSION FINANCIAL SERVICES, INC.3+ years Filed as: PENSION FINANCIAL SERVICES, INC Service code 13 3700 CRESTWOOD PWKY · DULUTH, GA 30096 | Contract Administrator | $647 |
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 | $31,781 | $58,888-46.0% | $178,498-82.2% | $73,493-56.8% |
| Participation rate | 90.6% | 66.2%+24.4pp | 81.9%+8.7pp | 70.7%+19.9pp |
| Annual return | 13.96% | 24.86%-10.9pp | 151.09%-137.1pp | 28.51%-14.6pp |
| Employer contribution / active EE | $1,124 | $2,236-49.8% | $5,011-77.6% | $2,270-50.5% |
| Participant deferral / active EE | $2,302 | $2,568-10.3% | $5,202-55.7% | $3,740-38.4% |
| Admin fee / account holder | $139 | $400-65.3% | $13,985-99.0% | $513-72.9% |