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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 | $84,941 |
Filed as: RESOURCES INVESTMENT ADVISORS Service code 27 4860 COLLEGE BLVD STE 100 · OVERLAND PARK, KS 66211 | Advisory (Plan) | $41,305 |
INDEPENDENT FINANCIAL GROUP LLC2+ years Service code 27 12636 HIGH BLUFF DR STE 100 · SAN DIEGO, CA 92130 | Advisory (Plan) | $26,881 |
Service code 13 PO BOX 13928 · SAN JUAN, PR 009083928 | Contract Administrator | $9,608 |
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 | $24,022 | $53,925-55.5% | $75,501-68.2% | $69,631-65.5% |
| Participation rate | 91.3% | 71.2%+20.1pp | 72.4%+18.9pp | 70.7%+20.6pp |
| Annual return | 12.39% | 17.84%-5.4pp | 27.35%-15.0pp | 27571.02%-27558.6pp |
| Employer contribution / active EE | $751 | $1,802-58.3% | $2,352-68.1% | $2,032-63.0% |
| Participant deferral / active EE | $1,459 | $2,569-43.2% | $3,142-53.6% | $3,224-54.7% |
| Admin fee / account holder | $200 | $97+105.9% | $5,801-96.6% | $110+81.0% |