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| Provider | Service type | Compensation |
|---|---|---|
ESSEX FINANCIAL SERVICES1+ years Service code 10 · EIN 36-4529342 | Accounting | $25,086 |
PENSION ASSURANCE LLP1+ years Filed as: THE PENSION SERVICE, INC Service code 13 · EIN 06-0874395 | Contract Administrator | $5,159 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $3,606 |
ADP BROKER-DEALER1+ years Filed as: PENSION CONSULTANTS, INC Service code 13 · EIN 06-1504963 | Contract Administrator | $3,491 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $37,640 | $33,745+11.5% | $64,105-41.3% | $55,191-31.8% |
| Participation rate | 60.8% | 59.4%+1.4pp | 68.2%-7.4pp | 69.2%-8.4pp |
| Annual return | 1.70% | 4.95%-3.2pp | 791.24%-789.5pp | 10.78%-9.1pp |
| Employer contribution / active EE | $587 | $641-8.3% | $1,820-67.7% | $1,899-69.1% |
| Participant deferral / active EE | $1,422 | $1,929-26.3% | $2,822-49.6% | $3,046-53.3% |
| Admin fee / account holder | $10 | $94-89.4% | $4,499-99.8% | $91-89.0% |