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| Provider | Service type | Compensation |
|---|---|---|
EVEREN SECURITIES INC2+ years Filed as: EVEREN SECURITIES, INC. Service code 55 | Other Commissions | $19,288 |
FILOMENO & COMPANY, PC2+ years Service code 10 · EIN 06-0934773 80 SOUTH MAIN STREET · WEST HARTFORD, CT 06107 | Accounting | $12,500 |
Filed as: GREAT-WEST LIFE & ANNUITY COMPANY Service code 10 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Accounting | $10,360 |
PASI, LLC2+ years Filed as: PASI LLC Service code 13 | Contract Administrator | $8,313 |
PASI, LLC2+ years Service code 13 · EIN 06-0934773 231 FARMINGTON AVE. · FARMINGTON, CT 06032 | Contract Administrator | $1,700 |
EVEREN SECURITIES INC2+ years Service code 55 10700 WHEAT FIRST DRIVE · GLEN ALLEN, VA 23060 | Other Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $42,658 | $37,044+15.2% | $71,796-40.6% | $57,658-26.0% |
| Participation rate | 60.4% | 61.1%-0.7pp | 69.1%-8.7pp | 70.2%-9.8pp |
| Annual return | 6.37% | 12.64%-6.3pp | 78.04%-71.7pp | 5.13%+1.2pp |
| Employer contribution / active EE | $0 | $720-100.0% | $1,924-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $1,078 | $1,974-45.4% | $2,794-61.4% | $3,061-64.8% |
| Admin fee / account holder | $62 | $101-38.7% | $4,815-98.7% | $95-34.6% |