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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 84-0467907 | Recordkeeping | $2,673 |
JP MORGAN SECURITIES LLC1+ years Filed as: JP MORGAN SECURITIES INC Service code 50 · EIN 13-4110995 | Direct Payment | $2,661 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB & CO., INC Service code 26 · EIN 94-1737782 | Advisory (Participants) | $2,243 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 15 | Recordkeeping | $0 |
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 | $85,100 | $107,378-20.7% | $108,582-21.6% | $57,658+47.6% |
| Participation rate | 77.8% | 77.1%+0.7pp | 79.6%-1.8pp | 70.2%+7.6pp |
| Annual return | -4.64% | 12.80%-17.4pp | -51.70%+47.1pp | 5.13%-9.8pp |
| Employer contribution / active EE | $2,132 | $1,782+19.7% | $3,758-43.3% | $1,974+8.0% |
| Participant deferral / active EE | $4,319 | $3,221+34.1% | $4,311+0.2% | $3,061+41.1% |
| Admin fee / account holder | $8 | $108-92.2% | $7,645-99.9% | $95-91.0% |