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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT WEST LIFE AND ANNUITY COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLLAGE, CO 80111 | Recordkeeping Fees | $109,215 |
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $31,411 |
Filed as: INOVEST PORTFOLIO SOLUTIONS LLC Service code 28 · EIN 84-1612955 | Investment Management | $27,185 |
WITHUMSMITH+BROWN, PC2 years Filed as: RUBIN BROWN Service code 10 · EIN 43-0765316 | Accounting | $7,500 |
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 | $106,000 | $70,083+51.2% | $59,887+77.0% | $55,725+90.2% |
| Participation rate | 100.0% | 78.4%+21.6pp | 74.7%+25.3pp | 70.9%+29.1pp |
| Annual return | -3.29% | 3.13%-6.4pp | 3.46%-6.7pp | 244.93%-248.2pp |
| Employer contribution / active EE | $6,825 | $2,878+137.1% | $2,722+150.7% | $2,078+228.4% |
| Participant deferral / active EE | $2,896 | $3,079-5.9% | $3,402-14.9% | $3,356-13.7% |
| Admin fee / account holder | $140 | $70+99.3% | $3,591-96.1% | $115+21.7% |