Filed January 23, 2018
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| Provider | Service type | Compensation |
|---|---|---|
ALLIANCE BENEFIT GROUP4+ years Filed as: ABG CONSULTANTS, LLC Service code 26 · EIN 20-0848323 | Advisory (Participants) | $31,711 |
ROCKY MOUNTAIN EMPLOYEE BENEFITS4+ years Service code 13 · EIN 87-0364490 | Contract Administrator | $1,843 |
Filed as: FIDELITY INVESTMENTS Service code 19 TWO DESTINY WAY · WEST LAKE, TX 76262 | Securities Custodian | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $175,994 | $63,114+178.9% | $92,915+89.4% | $65,186+170.0% |
| Participation rate | 99.4% | 68.8%+30.6pp | 76.0%+23.4pp | 70.2%+29.2pp |
| Annual return | 4.12% | 28.75%-24.6pp | 109.45%-105.3pp | 29.39%-25.3pp |
| Employer contribution / active EE | $14,627 | $2,571+469.0% | $3,653+300.4% | $2,177+572.0% |
| Participant deferral / active EE | $12,786 | $3,108+311.4% | $4,238+201.7% | $3,514+263.9% |
| Admin fee / account holder | $153 | $624-75.5% | $5,796-97.4% | $847-82.0% |