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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREATWEST LIFE Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $15,827 |
Filed as: ALERA GROUP INC Service code 27 3 PARKWAY N STE. 500 · DEERFIELD, IL 60015 | Advisory (Plan) | $9,735 |
Service code 13 1193 ROVONNE · SALEM, OR 97302 | Contract Administrator | $3,500 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD RD · GREENWOOD VILLIAGE, CO 80111 | Investment Management | $2,156 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,851 | $69,745-87.3% | $67,511-86.9% | $74,546-88.1% |
| Participation rate | 84.7% | 71.3%+13.4pp | 72.9%+11.8pp | 67.2%+17.5pp |
| Annual return | 11.47% | -40.37%+51.8pp | 3517.41%-3505.9pp | 1366.03%-1354.6pp |
| Employer contribution / active EE | $986 | $2,705-63.5% | $2,733-63.9% | $2,624-62.4% |
| Participant deferral / active EE | $1,496 | $3,636-58.8% | $4,000-62.6% | $4,347-65.6% |
| Admin fee / account holder | $120 | $894-86.6% | $3,999-97.0% | $1,944-93.8% |