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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RETIREMENT PLANNERS & ADMIN INC Service code 13 · EIN 62-1038805 | Contract Administrator | $5,885 |
Filed as: GREAT-WEST LIFE & ANNUITY INSRUANCE Service code 15 · EIN 84-0467907 | Recordkeeping | $1,812 |
Service code 27 · EIN 61-1732930 | Advisory (Plan) | $0 |
Service code 15 | Recordkeeping | $0 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,787 | $104,317-90.6% | $159,436-93.9% | $86,799-88.7% |
| Participation rate | 29.1% | 77.7%-48.6pp | 82.8%-53.7pp | 72.3%-43.2pp |
| Annual return | 8.99% | 26.32%-17.3pp | 263.57%-254.6pp | 97.91%-88.9pp |
| Employer contribution / active EE | $132 | $3,451-96.2% | $4,829-97.3% | $2,405-94.5% |
| Participant deferral / active EE | $859 | $6,837-87.4% | $7,352-88.3% | $4,131-79.2% |
| Admin fee / account holder | $63 | $172-63.7% | $10,799-99.4% | $170-63.1% |