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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $5,504 |
AZZAD ASSET MANAGEMENT, INC.2 years Filed as: AZZAD ASSET MANAGEMENT INC Service code 33 · EIN 22-3746116 | Securities brokerage | $5,044 |
GENOVESE BURFORD & BROTHERS3 years Filed as: GENOVESE BURFORD & BROTHERS WE Service code 33 · EIN 45-1546130 | Securities brokerage | $4,490 |
CHARLES SCHWAB & CO., INC.4+ years Service code 33 · EIN 94-1737782 | Securities brokerage | $2,748 |
Filed as: CHARLES SCHWAB INVESTMENT MGMT INC. Service code 33 · EIN 94-3106735 | Securities brokerage | $0 |
Filed as: GREAT-WEST LIFE & ANNUITY INS. CO. Service code 15 | Recordkeeping | $0 |
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $260,548 | $37,203+600.3% | $154,110+69.1% | $55,727+367.5% |
| Participation rate | 100.0% | 64.1%+35.9pp | 83.0%+17.0pp | 70.9%+29.1pp |
| Annual return | -5.40% | 1320.03%-1325.4pp | 735.22%-740.6pp | 244.94%-250.3pp |
| Employer contribution / active EE | $16,081 | $1,614+896.1% | $5,298+203.6% | $2,078+673.8% |
| Participant deferral / active EE | $17,075 | $2,069+725.4% | $5,081+236.1% | $3,356+408.9% |
| Admin fee / account holder | $35 | $102-65.6% | $13,412-99.7% | $115-69.7% |