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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 | $23,394 |
Service code 55 10 EXCHANGE PLACE · JERSEY CITY, NJ 07302 | Other Commissions | $22,305 |
UNITED BENEFIT PENSIONS INC.3 years Filed as: UNITED BENEFIT PENSIONS INC Service code 13 175 BROADHOLLOW ROAD · MELVILLE, NY 11747 | Contract Administrator | $7,151 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $22,277 | $94,833-76.5% | $75,714-70.6% | $86,821-74.3% |
| Participation rate | 49.2% | 79.1%-29.9pp | 74.8%-25.6pp | 72.3%-23.1pp |
| Annual return | 30.06% | 16.91%+13.2pp | 104.62%-74.6pp | 97.94%-67.9pp |
| Employer contribution / active EE | $1,059 | $2,904-63.5% | $2,744-61.4% | $2,406-56.0% |
| Participant deferral / active EE | $2,595 | $3,632-28.5% | $3,820-32.1% | $4,132-37.2% |
| Admin fee / account holder | $80 | $109-26.2% | $3,619-97.8% | $170-52.7% |