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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $42,119 |
Filed as: GREAT-WEST LIFE & ANNUITY INS. CO. Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $26,940 |
Filed as: KRAVITZ, LLC Service code 17 C/O FUTUREPLAN ENCINO · KANSAS CITY, MO 64121 | Pension Consulting | $10,000 |
Service code 13 24 E COTA ST STE 200 · SANTA BARBARA, CA 93101 | Contract Administrator | $8,500 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $151,204 | $100,801+50.0% | $149,696+1.0% | $73,409+106.0% |
| Participation rate | 95.3% | 77.7%+17.6pp | 82.5%+12.8pp | 72.2%+23.2pp |
| Annual return | 13.54% | 265.34%-251.8pp | 276.60%-263.1pp | 59.29%-45.8pp |
| Employer contribution / active EE | $1,820 | $3,312-45.0% | $4,644-60.8% | $2,234-18.5% |
| Participant deferral / active EE | $10,327 | $6,404+61.2% | $6,842+50.9% | $3,805+171.4% |
| Admin fee / account holder | $216 | $181+19.7% | $9,309-97.7% | $158+37.1% |