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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT WEST LIFE & ANNUITY INS. Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $16,242 |
Service code 27 4340 REDWOOD HWY STE B60 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $11,778 |
EMPLOYEE BENEFITS GROUP, LLC2 years Service code 13 · EIN 73-1554797 | Contract Administrator | $6,418 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 5707 SW PKWY BLDG 2 STE 400 · AUSTIN, TX 78735 | Advisory (Plan) | $5,674 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 E. ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $600 |
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 | $41,233 | $51,620-20.1% | $90,300-54.3% | $65,185-36.7% |
| Participation rate | 79.9% | 68.6%+11.3pp | 73.3%+6.6pp | 70.2%+9.7pp |
| Annual return | 17.30% | 24.94%-7.6pp | 78.11%-60.8pp | 29.38%-12.1pp |
| Employer contribution / active EE | $1,181 | $2,235-47.1% | $2,854-58.6% | $2,177-45.7% |
| Participant deferral / active EE | $1,850 | $2,871-35.6% | $3,884-52.4% | $3,514-47.4% |
| Admin fee / account holder | $213 | $384-44.5% | $5,353-96.0% | $847-74.8% |