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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 52 · EIN 84-0467907 | Indirect Investment Fees | $40,713 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $11,906 |
Filed as: PPS PENSION SERVICES INC Service code 13 · EIN 16-1062503 8660 SHERIDAN DRIVE · WILLIAMSVILLE, NY 14221 | Contract Administrator | $10,468 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,683 | $102,661-76.0% | $151,639-83.7% | $66,938-63.1% |
| Participation rate | 65.2% | 85.5%-20.3pp | 87.5%-22.2pp | 69.8%-4.6pp |
| Annual return | -17.14% | -10.81%-6.3pp | 3.34%-20.5pp | 1.58%-18.7pp |
| Employer contribution / active EE | $1,380 | $4,184-67.0% | $6,165-77.6% | $2,545-45.8% |
| Participant deferral / active EE | $2,052 | $6,645-69.1% | $8,363-75.5% | $4,238-51.6% |
| Admin fee / account holder | $328 | $630-48.0% | $11,613-97.2% | $594-44.7% |