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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 | $8,555 |
THE ANGELL PENSION GROUP, INC.2+ years Filed as: THE ANGELL PENSION GROUP, INC Service code 13 88 BOYD AVENUE · EAST PROVIDENCE, RI 02914 | Contract Administrator | $6,716 |
COMMONWEALTH FINANCIAL NETWORK2+ years Service code 55 | Other Commissions | $5,366 |
Filed as: COMMONWEALTH EQUITY SERVICES INC DB Service code 27 29 SAWYER RD · WALTHAM, MA 024533483 | Advisory (Plan) | $1,440 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $13,905 | $46,173-69.9% | $170,435-91.8% | $69,631-80.0% |
| Participation rate | 43.8% | 63.9%-20.1pp | 83.6%-39.8pp | 70.7%-26.9pp |
| Annual return | 12.00% | 21.62%-9.6pp | 205.94%-193.9pp | 27571.02%-27559.0pp |
| Employer contribution / active EE | $349 | $1,610-78.3% | $5,432-93.6% | $2,032-82.8% |
| Participant deferral / active EE | $778 | $2,080-62.6% | $4,939-84.2% | $3,224-75.9% |
| Admin fee / account holder | $21 | $116-82.2% | $13,881-99.9% | $110-81.3% |