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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 4340 REDWOOD HWY STE B60 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $18,537 |
Filed as: GREAT WEST LIFE & ANNUITY INS. Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $18,034 |
EMPLOYEE BENEFITS GROUP, LLC3 years Service code 13 · EIN 73-1554797 | Contract Administrator | $5,932 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $893 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,971 | $66,124-47.1% | $90,440-61.3% | $73,493-52.4% |
| Participation rate | 93.0% | 69.7%+23.4pp | 72.7%+20.3pp | 70.7%+22.4pp |
| Annual return | 14.13% | 17.65%-3.5pp | 1294.38%-1280.2pp | 28.51%-14.4pp |
| Employer contribution / active EE | $1,120 | $2,346-52.3% | $3,263-65.7% | $2,270-50.7% |
| Participant deferral / active EE | $1,804 | $3,039-40.6% | $3,964-54.5% | $3,740-51.8% |
| Admin fee / account holder | $174 | $396-56.0% | $5,615-96.9% | $513-66.0% |