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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT-WEST LIFE AND ANNUITY COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $59,436 |
NFP RETIREMENT INC1 year Filed as: NFP RETIREMENT INC. Service code 28 120 VANTIS STREET · ALISO VIEJO, CA 92656 | Investment Management | $35,000 |
EKS&H LLLP1 year Filed as: EKS&H LLP Service code 10 7979 E TUFTS AVENUE · DENVER, CO 80237 | Accounting | $20,750 |
TIAA1 year Service code 99 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Other Fees | $431 |
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 | $32,232 | $41,281-21.9% | $109,313-70.5% | $57,658-44.1% |
| Participation rate | 88.5% | 59.3%+29.1pp | 71.3%+17.2pp | 70.2%+18.2pp |
| Annual return | 7.63% | 8.97%-1.3pp | 22.07%-14.4pp | 5.13%+2.5pp |
| Employer contribution / active EE | $1,515 | $1,201+26.1% | $3,892-61.1% | $1,974-23.2% |
| Participant deferral / active EE | $2,584 | $2,223+16.2% | $3,166-18.4% | $3,061-15.6% |
| Admin fee / account holder | $83 | $75+9.9% | $5,666-98.5% | $95-12.6% |