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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $13,199 |
GESCHER HERBER GROUP LLC2 years Service code 27 388 STATE STREET STE 1000 · SALEM, OR 97301 | Advisory (Plan) | $13,156 |
Filed as: PROFESSIONAL BENEFIT SERVICES, INC Service code 13 | Contract Administrator | $1,645 |
Filed as: PROFESSIONAL BENEFIT SERVICES INC Service code 13 1193 ROYVONNE AVE SE STE 22 · SALEM, OR 97302 | Contract Administrator | $1,360 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $504 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $28,724 | $65,361-56.1% | $92,903-69.1% | $72,983-60.6% |
| Participation rate | 97.4% | 68.3%+29.1pp | 76.0%+21.4pp | 69.5%+27.9pp |
| Annual return | 19.49% | 42.11%-22.6pp | 109.43%-89.9pp | 81.01%-61.5pp |
| Employer contribution / active EE | $6,710 | $2,594+158.7% | $3,653+83.7% | $2,440+175.0% |
| Participant deferral / active EE | $2,905 | $3,128-7.1% | $4,238-31.4% | $3,608-19.5% |
| Admin fee / account holder | $198 | $4,251-95.3% | $5,795-96.6% | $5,124-96.1% |