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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 | $5,087 |
Service code 13 88 BOYD AVENUE · EAST PROVIDECE, RI 02914 | Contract Administrator | $2,079 |
MORGAN STANLEY SMITH BARNEY3+ years Service code 27 1 NEW YORK PLAZA, 12TH FLOOR · NEW YORK, NY 10004 | Advisory (Plan) | $1,774 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $8,726 | $46,173-81.1% | $170,439-94.9% | $69,631-87.5% |
| Participation rate | 25.1% | 63.9%-38.8pp | 83.6%-58.5pp | 70.7%-45.6pp |
| Annual return | 12.25% | 21.62%-9.4pp | 205.94%-193.7pp | 27571.02%-27558.8pp |
| Employer contribution / active EE | $78 | $1,610-95.2% | $5,433-98.6% | $2,032-96.2% |
| Participant deferral / active EE | $227 | $2,080-89.1% | $4,939-95.4% | $3,224-93.0% |
| Admin fee / account holder | $42 | $116-64.1% | $13,881-99.7% | $110-62.3% |