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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $15,885 |
LPL FINANCIAL1 year Service code 27 PO BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Plan) | $13,877 |
Filed as: FIRST GREAT-WEST LIFE & ANNUITY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $9,702 |
Filed as: THE ANGELL PENSION GROUP INC Service code 13 88 BOYD AVENUE · EAST PROVIDENCE, RI 02914 | Contract Administrator | $6,586 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,962 | $73,638-43.0% | $108,410-61.3% | $79,393-47.1% |
| Participation rate | 98.3% | 77.4%+20.9pp | 80.1%+18.1pp | 70.7%+27.6pp |
| Annual return | 12.91% | 33.27%-20.4pp | 905.34%-892.4pp | 116.87%-104.0pp |
| Employer contribution / active EE | $4,124 | $2,397+72.1% | $3,558+15.9% | $2,428+69.9% |
| Participant deferral / active EE | $6,699 | $6,218+7.7% | $6,562+2.1% | $4,046+65.6% |
| Admin fee / account holder | $234 | $638-63.3% | $7,296-96.8% | $627-62.6% |