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| Provider | Service type | Compensation |
|---|---|---|
US BANCORP INVESTMENTS INC2+ years Service code 55 7TH AND WASHINGTON · ST LOUIS, MO 63101 | Other Commissions | $17,934 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 15 8515 EAST ORCHARD RD. · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $12,919 |
Service code 15 25 MERCHANT ST. STE 135 · CINCINNATI, OH 45246 | Recordkeeping | $4,747 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $32,398 | $46,732-30.7% | $156,551-79.3% | $55,167-41.3% |
| Participation rate | 69.4% | 65.8%+3.6pp | 84.0%-14.6pp | 69.0%+0.4pp |
| Annual return | 8.72% | 17.72%-9.0pp | 32.23%-23.5pp | 169.23%-160.5pp |
| Employer contribution / active EE | $1,438 | $2,105-31.7% | $5,501-73.9% | $1,963-26.7% |
| Participant deferral / active EE | $2,188 | $2,204-0.8% | $4,871-55.1% | $3,054-28.4% |
| Admin fee / account holder | $102 | $418-75.6% | $13,028-99.2% | $504-79.8% |