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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC1+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $44,556 |
EPIC RETIREMENT PLAN SERVICES1+ years Filed as: CASE PEARLMAN Service code 27 7780 CAMBRIDGE MANOR PL, SUITE B · FORT MYERS, FL 33907 | Advisory (Plan) | $30,070 |
TD AMERITRADE, INC.1+ years Filed as: TD AMERITRADE Service code 33 · EIN 82-0543156 | Securities brokerage; Direct payment ... | $140 |
Filed as: GREAT-WEST LIFE & ANNUITY INS. CO. Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $39,070 | $37,117+5.3% | $147,617-73.5% | $55,191-29.2% |
| Participation rate | 84.0% | 63.6%+20.3pp | 84.6%-0.7pp | 69.2%+14.8pp |
| Annual return | -1.93% | 3.44%-5.4pp | 61.98%-63.9pp | 10.78%-12.7pp |
| Employer contribution / active EE | $982 | $1,620-39.4% | $5,564-82.3% | $1,899-48.3% |
| Participant deferral / active EE | $3,004 | $1,985+51.3% | $4,895-38.6% | $3,046-1.4% |
| Admin fee / account holder | $153 | $86+78.3% | $11,612-98.7% | $91+68.1% |