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| Provider | Service type | Compensation |
|---|---|---|
Service code 55 10 EXCHANGE PLACE · JERSEY CITY, NJ 07302 | Other Commissions | $16,296 |
Filed as: FIRST GREAT-WEST LIFE & ANNUITY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $15,964 |
Filed as: UNITED BENEFIT PENSIONS INC Service code 13 | Contract Administrator | $3,055 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $18,926 | $95,542-80.2% | $69,483-72.8% | $67,582-72.0% |
| Participation rate | 34.3% | 79.4%-45.0pp | 74.6%-40.3pp | 71.3%-37.0pp |
| Annual return | 3.91% | 17.67%-13.8pp | 28.99%-25.1pp | 378.57%-374.7pp |
| Employer contribution / active EE | $1,440 | $2,989-51.8% | $2,780-48.2% | $2,148-32.9% |
| Participant deferral / active EE | $1,943 | $3,263-40.5% | $3,537-45.1% | $3,539-45.1% |
| Admin fee / account holder | $70 | $90-21.8% | $3,841-98.2% | $142-50.6% |