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| Provider | Service type | Compensation |
|---|---|---|
GROUP HEALTH & BENEFIT ADMIN2+ years Filed as: GROUP HEALTH & BENEFIT ADMIN., INC. Service code 13 546 MAIN STREET, SUITE 101 · WORCESTER, MA 01608 | Contract Administrator | $6,060 |
Filed as: FIRST GREAT-WEST LIFE & ANNUITY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $4,066 |
Service code 55 7 HANOVER SQUARE H4D · NEW YORK, NY 10004 | Other Commissions | $1,817 |
Participant contribution per participant 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 | $1,836 | $57,921-96.8% | $84,753-97.8% | $57,658-96.8% |
| Participation rate | 78.3% | 72.9%+5.3pp | 76.6%+1.7pp | 70.2%+8.0pp |
| Annual return | 16.68% | 10.24%+6.4pp | 22.78%-6.1pp | 5.13%+11.6pp |
| Employer contribution / active EE | $0 | $2,598-100.0% | $3,574-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $1,072 | $2,742-60.9% | $3,712-71.1% | $3,061-65.0% |
| Admin fee / account holder | $10 | $130-91.9% | $5,333-99.8% | $95-88.9% |