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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $7,080 |
Service code 55 880 CARILON PARKWAY · ST. PETERSBURG, FL 33716 | Other Commissions | $3,666 |
Service code 13 700 S. MARIENFELD · MIDLAND, TX 79701 | Contract Administrator | $1,874 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,481 |
Filed as: PENTEC PENSION MNAGEMENT GROUP, INC Service code 13 | Contract Administrator | $762 |
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.
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 | $12,363 | $73,102-83.1% | $123,552-90.0% | $56,287-78.0% |
| Participation rate | 36.8% | 74.3%-37.5pp | 82.3%-45.5pp | 69.9%-33.1pp |
| Annual return | -6.63% | 3.01%-9.6pp | 119.20%-125.8pp | -9.96%+3.3pp |
| Employer contribution / active EE | $0 | $2,977-100.0% | $4,628-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $632 | $5,423-88.4% | $6,426-90.2% | $3,350-81.1% |
| Admin fee / account holder | $148 | $554-73.3% | $9,285-98.4% | $521-71.7% |