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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD, CO 80111 | Investment Management | $32,717 |
INDEPENDENT FINANCIAL GROUP LLC4+ years Service code 55 12636 HIGH BLUFF DRIVE · SAN DIEGO, CA 92130 | Other Commissions | $27,199 |
ACTUARIAL BENEFITS CORP4+ years Filed as: ACTUARIAL BENEFITS CORP. Service code 13 2790 SKYPARK DRIVE, SUITE 300 · TORRANCE, CA 90505 | Contract Administrator | $9,148 |
Filed as: GREAT-WEST LIFE & ANNUITY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,187 |
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 | $54,583 | $73,102-25.3% | $123,549-55.8% | $56,287-3.0% |
| Participation rate | 71.9% | 74.3%-2.4pp | 82.3%-10.4pp | 69.9%+2.0pp |
| Annual return | -4.97% | 3.01%-8.0pp | 119.20%-124.2pp | -9.96%+5.0pp |
| Employer contribution / active EE | $3,125 | $2,977+5.0% | $4,628-32.5% | $2,111+48.0% |
| Participant deferral / active EE | $2,672 | $5,423-50.7% | $6,426-58.4% | $3,350-20.2% |
| Admin fee / account holder | $188 | $554-66.0% | $9,284-98.0% | $521-63.9% |