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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT-WEST LIFE AND ANNUITY Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $664,924 |
Filed as: STATE STREET GLOBAL ADVISORS TRUST Service code 27 PO BOX 5488 · BOSTON, MA 02206 | Advisory (Plan) | $82,281 |
CHARLES SCHWAB & CO., INC.3+ years Service code 33 · EIN 94-1737782 | Securities brokerage | $62,034 |
Filed as: HOTCHKIS AND WILEY CAPITAL MANAGEME Service code 99 DEPT LA 23280 · PASADENA, CA 911853280 | Other Fees | $54,604 |
SUNTRUST BANKS, INC.1 year Filed as: STERLING CAPITAL MANAGEMENT LLC Service code 99 4350 CONGRESS ST STE 1000 · CHARLOTTE, NC 28209 | Other Fees | $30,878 |
Filed as: STATE STREET BANK AND TRUST COMPANY Service code 99 PO BOX 5488 · BOSTON, MA 02111 | Other Fees | $25,644 |
Filed as: NORTHEAST RETIREMENT SERVICES LLC Service code 99 12 GILL ST · WOBURN, MA 01801 | Other Fees | $25,615 |
LMCG INVESTMENTS LLC1 year Service code 99 1801 W OLYMPIC BLVD · PASADENA, CA 911991125 | Other Fees | $15,190 |
CORTINA1 year Filed as: CORTINA ASSET MANAGEMENT LLC Service code 27 825 N JEFFERSON ST. · MILWAUKEE, WI 53202 | Advisory (Plan) | $14,749 |
STEEL PEAK WEALTH MGMT LLC3+ years Service code 33 · EIN 46-1173026 | Securities brokerage | $9,159 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $129,744 | $100,921+28.6% | $82,312+57.6% | $177,276-26.8% |
| Participation rate | 97.0% | 86.9%+10.0pp | 76.9%+20.1pp | 74.8%+22.1pp |
| Annual return | 19.21% | 20.33%-1.1pp | 25.88%-6.7pp | 21.25%-2.0pp |
| Employer contribution / active EE | $6,762 | $3,145+115.0% | $2,428+178.5% | $2,479+172.8% |
| Participant deferral / active EE | $9,685 | $5,192+86.5% | $3,706+161.3% | $3,881+149.6% |
| Admin fee / account holder | -$35 | $64-155.0% | $5,608-100.6% | $154-122.9% |