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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SIGNATURE SECURITIES GROUP CORP Service code 55 1177 AVENUE OF AMERICAS · NEW YORK, NY 10036 | Other Commissions | $33,272 |
Filed as: PLANNED RETIREMENT CONSULTANTS LLC Service code 13 555 GOFFLE ROAD · RIDGEWOOD, NJ 07451 | Contract Administrator | $5,211 |
Filed as: FIRST GREAT-WEST LIFE & ANNUITY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $50 |
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 | $36,990 | $51,244-27.8% | $80,977-54.3% | $55,167-33.0% |
| Participation rate | 59.8% | 71.7%-11.8pp | 75.8%-16.0pp | 69.0%-9.1pp |
| Annual return | 7.20% | 17.39%-10.2pp | 17.11%-9.9pp | 169.23%-162.0pp |
| Employer contribution / active EE | $906 | $1,770-48.8% | $3,715-75.6% | $1,963-53.9% |
| Participant deferral / active EE | $2,275 | $4,418-48.5% | $5,696-60.1% | $3,054-25.5% |
| Admin fee / account holder | $9 | $398-97.7% | $5,517-99.8% | $504-98.1% |