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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT WEST LIFE INSURANCE & ANNUITY Service code 64 8515 EAST ORCHARD RD. · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $44,652 |
Filed as: GALLAGHER BENEFIT SERVICES Service code 99 1100 SUPERIOR AVE. · CLEVELAND, OH 44114 | Other Fees | $12,000 |
EMPLOYEE BENEFITS GROUP, LLC2+ years Service code 13 | Contract Administrator | $8,393 |
HSPG & ASSOCIATES PC2+ years Service code 10 5400 N. GRAND BLVD. · OKLAHOMA CITY, OK 73112 | Accounting | $3,150 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 E. ORCHARD RD. · GREENWOOD VILLAGE, CO 80111 | Investment Management | $343 |
EMPLOYEE BENEFITS GROUP, LLC2+ years Filed as: EMPLOYEE BENEFITS GROUP,LLC Service code 13 · EIN 73-1554797 | Contract Administrator | $0 |
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 | $43,236 | $44,425-2.7% | $67,834-36.3% | $55,167-21.6% |
| Participation rate | 100.0% | 59.7%+40.3pp | 68.8%+31.2pp | 69.0%+31.0pp |
| Annual return | 7.23% | 17.80%-10.6pp | 138.47%-131.2pp | 169.23%-162.0pp |
| Employer contribution / active EE | $991 | $1,351-26.7% | $2,403-58.8% | $1,963-49.5% |
| Participant deferral / active EE | $2,758 | $2,166+27.3% | $3,160-12.7% | $3,054-9.7% |
| Admin fee / account holder | $204 | $530-61.5% | $4,622-95.6% | $504-59.5% |