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| Provider | Service type | Compensation |
|---|---|---|
PENSION ASSURANCE LLP1+ years Filed as: THE PENSION SERVICE, INC. Service code 13 127 WASHINGTON AVE, WEST WING · NORTH HAVEN, CT 06473 | Contract Administrator | $28,494 |
FUTURE BENEFITS1+ years Service code 27 1781 HIGHLAND AV, SUITE 205 · CHESHIRE, CT 06410 | Advisory (Plan) | $28,482 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $6,557 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $46,139 | $46,966-1.8% | $185,117-75.1% | $69,631-33.7% |
| Participation rate | 46.3% | 65.3%-19.0pp | 77.3%-31.0pp | 70.7%-24.4pp |
| Annual return | 14.96% | 22.36%-7.4pp | 40.50%-25.5pp | 27571.02%-27556.1pp |
| Employer contribution / active EE | $162 | $1,360-88.1% | $4,182-96.1% | $2,032-92.0% |
| Participant deferral / active EE | $2,167 | $3,017-28.2% | $5,045-57.1% | $3,224-32.8% |
| Admin fee / account holder | $29 | $94-68.8% | $8,159-99.6% | $110-73.5% |