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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 6263 POPLAR AVENUE SUITE 300 · MEMPHIS, TN 38119 | Advisory (Plan) | $3,359 |
Filed as: GREAT WEST LIFE & ANNUITY CO Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,711 |
Filed as: BURLEIGH CONSULTING GROUP, INC. Service code 13 · EIN 62-0842964 465 JACK KRAMER DRIVE · MEMPHIS, TN 38117 | Contract Administrator | $373 |
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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $36,013 | $52,639-31.6% | $185,117-80.5% | $62,293-42.2% |
| Participation rate | 33.5% | 63.9%-30.4pp | 77.3%-43.8pp | 69.5%-36.0pp |
| Annual return | 17.86% | 19.57%-1.7pp | 40.50%-22.6pp | 28.90%-11.0pp |
| Employer contribution / active EE | $137 | $1,483-90.8% | $4,182-96.7% | $2,042-93.3% |
| Participant deferral / active EE | $976 | $3,097-68.5% | $5,045-80.6% | $3,169-69.2% |
| Admin fee / account holder | $91 | $374-75.7% | $8,159-98.9% | $479-81.1% |