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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIRST GREAT-WEST LIFE & ANNUITY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $18,767 |
Filed as: SIGNATURE SECURITIES GROUP CORP Service code 55 | Other Commissions | $14,014 |
Filed as: THE RETIREMENT ADVANTAGE Service code 13 | Contract Administrator | $2,661 |
THE RETIREMENT ADVANTAGE INC2 years Service code 13 101 E GRAND AVENUE STE 16 · PORT WASHINGTON, WI 53074 | Contract Administrator | $1,620 |
Filed as: SIGNATURE SECURITYS GROUP CORP Service code 55 1177 AVENUE OF AMERICAS 11TH FL · NEW YORK, NY 10036 | 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).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $53,885 | $36,767+46.6% | $81,473-33.9% | $62,293-13.5% |
| Participation rate | 59.8% | 54.4%+5.4pp | 68.0%-8.1pp | 69.5%-9.7pp |
| Annual return | 17.19% | 173.80%-156.6pp | 38.78%-21.6pp | 28.90%-11.7pp |
| Employer contribution / active EE | $0 | $1,128-100.0% | $2,568-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $4,510 | $2,111+113.7% | $3,537+27.5% | $3,169+42.3% |
| Admin fee / account holder | $162 | $797-79.7% | $4,561-96.5% | $479-66.2% |