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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $65,171 |
JAMES FOWLER2 years Filed as: JAMES FOWLER COMPANY Service code 99 · EIN 93-0677813 PO BOX 489 · DALLAS, OR 97338 | Other Fees | $29,378 |
Service code 55 70100 AMERIPRISE FINANCIAL CENTER · MINNEAPOLIS, MN 55474 | Other Commissions | $25,275 |
Filed as: INDEPENDENT RETIREMENT CONSULTING, Service code 13 | Contract Administrator | $9,461 |
Service code 13 · EIN 90-0451904 6500 SW MACADAM AVE · PORTLAND, OR 97239 | Contract Administrator | $4,750 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $905 |
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 | $41,225 | $58,726-29.8% | $92,240-55.3% | $62,293-33.8% |
| Participation rate | 70.9% | 68.3%+2.6pp | 76.5%-5.6pp | 69.5%+1.4pp |
| Annual return | 14.41% | 43.62%-29.2pp | 176.29%-161.9pp | 28.90%-14.5pp |
| Employer contribution / active EE | $5,800 | $2,392+142.5% | $3,680+57.6% | $2,042+184.0% |
| Participant deferral / active EE | $2,696 | $2,766-2.5% | $3,897-30.8% | $3,169-14.9% |
| Admin fee / account holder | $256 | $556-54.0% | $5,194-95.1% | $479-46.5% |