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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL2+ years Filed as: FINANCIAL ADVOCATES INVESTMENT Service code 28 1601 COOPER POINT ROAD NW · OLYMPIA, WA 98502 | Investment Management | $26,884 |
Filed as: GREAT-WEST LIFE & ANNUITY INS CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $7,915 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,750 |
TD AMERITRADE, INC.2+ years Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $40 |
Participant contribution per participant 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 | $25,999 | $36,916-29.6% | $156,551-83.4% | $57,658-54.9% |
| Participation rate | 85.0% | 63.4%+21.6pp | 84.0%+1.0pp | 70.2%+14.8pp |
| Annual return | 5.94% | 12.38%-6.4pp | 32.23%-26.3pp | 5.13%+0.8pp |
| Employer contribution / active EE | $2,388 | $1,571+52.1% | $5,501-56.6% | $1,974+21.0% |
| Participant deferral / active EE | $0 | $1,926-100.0% | $4,871-100.0% | $3,061-100.0% |
| Admin fee / account holder | $59 | $82-28.7% | $13,028-99.5% | $95-37.8% |