Filed January 29, 2024
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT-WEST LIFE & ANNUITY Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $10,919 |
SAN DIEGO PENSION CONSULTANTS2+ years Service code 13 5628 COPLEY DR · SAN DIEGO, CA 92111 | Contract Administrator | $405 |
CAMBRIDGE INVESTMENT RESEARCH2+ years Service code 55 1776 PLEASANT PLAIN RD · FAIRFIELD, IA 52556 | Other Commissions | $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.
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 | $88,641 | $51,244+73.0% | $80,977+9.5% | $55,167+60.7% |
| Participation rate | 38.0% | 71.7%-33.7pp | 75.8%-37.8pp | 69.0%-31.0pp |
| Annual return | 6.96% | 17.39%-10.4pp | 17.11%-10.1pp | 169.23%-162.3pp |
| Employer contribution / active EE | $0 | $1,770-100.0% | $3,715-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $1,563 | $4,418-64.6% | $5,696-72.6% | $3,054-48.8% |
| Admin fee / account holder | $213 | $398-46.5% | $5,517-96.1% | $504-57.8% |