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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 | $38,219 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 5707 SOUTHWEST PKWY BLDG. 2, · AUSTIN, TX 78735 | Advisory (Plan) | $34,747 |
Service code 13 4560 VIA ROYALE, SUITE 4A · FORT MYERS, FL 33919 | Contract Administrator | $12,310 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,280 |
TD AMERITRADE, INC.6 years Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,394 | $56,540-33.9% | $185,851-79.9% | $86,821-56.9% |
| Participation rate | 94.9% | 65.5%+29.4pp | 81.7%+13.2pp | 72.3%+22.6pp |
| Annual return | 13.44% | 118.20%-104.8pp | 122.11%-108.7pp | 97.94%-84.5pp |
| Employer contribution / active EE | $1,416 | $1,844-23.2% | $5,168-72.6% | $2,406-41.1% |
| Participant deferral / active EE | $4,263 | $2,555+66.8% | $5,569-23.4% | $4,132+3.2% |
| Admin fee / account holder | $81 | $150-45.6% | $16,245-99.5% | $170-52.0% |