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| Provider | Service type | Compensation |
|---|---|---|
Filed as: LINCOLN FINANCIAL SECURITIES Service code 55 PO BOX 2201 · FORT WAYNE, IN 46801 | Other Commissions | $11,696 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $10,603 |
Filed as: ADVISED ASSETS GROUP LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,626 |
Service code 13 PO BOX 364173 · SAN JUAN, PR 009364173 | Contract Administrator | $1,293 |
Filed as: LEAFHOUSE FINANCIAL ADVISORS LLC Service code 99 6504 BRIDGE POINT PKWY STE 450 · AUSTIN, TX 78730 | Other Fees | $1,233 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $24,890 | $65,083-61.8% | $143,788-82.7% | $66,930-62.8% |
| Participation rate | 81.1% | 65.2%+15.9pp | 80.3%+0.8pp | 69.8%+11.3pp |
| Annual return | 2.89% | -11.13%+14.0pp | -0.03%+2.9pp | 1.57%+1.3pp |
| Employer contribution / active EE | $2,640 | $2,361+11.8% | $4,952-46.7% | $2,545+3.7% |
| Participant deferral / active EE | $2,435 | $2,920-16.6% | $5,638-56.8% | $4,238-42.5% |
| Admin fee / account holder | $44 | $502-91.2% | $14,675-99.7% | $593-92.6% |