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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT-WEST LIFE & ANNUITY INS CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $10,126 |
THE ANGELL PENSION GROUP, INC.1+ years Filed as: THE ANGELL PENSION GROUP, INC Service code 13 88 BOYD AVENUE · EAST PROVIDENCE, RI 02914 | Contract Administrator | $9,650 |
COMMONWEALTH FINANCIAL NETWORK1+ years Service code 55 29 SAWYER RD · WALTHAM, MA 024533483 | Other Commissions | $7,543 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $13,110 | $36,916-64.5% | $156,551-91.6% | $57,658-77.3% |
| Participation rate | 44.1% | 63.4%-19.3pp | 84.0%-39.9pp | 70.2%-26.1pp |
| Annual return | 0.70% | 12.38%-11.7pp | 32.23%-31.5pp | 5.13%-4.4pp |
| Employer contribution / active EE | $211 | $1,571-86.6% | $5,501-96.2% | $1,974-89.3% |
| Participant deferral / active EE | $686 | $1,926-64.4% | $4,871-85.9% | $3,061-77.6% |
| Admin fee / account holder | $25 | $82-69.6% | $13,028-99.8% | $95-73.5% |