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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT-WEST LIFE & ANNUITY INS. Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $8,992 |
AMERITAS LIFE INSURANCE CORP3+ years Filed as: AMERITAS INVESTMENT CORP. Service code 55 | Other Commissions | $6,679 |
ATTEBERRY/SEARLE, INC.2 years Service code 13 · EIN 68-0082549 1010 HURLEY WAY, SUITE 205 · SACRAMENTO, CA 95825 | Contract Administrator | $3,051 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $12,839 | $52,639-75.6% | $185,117-93.1% | $62,293-79.4% |
| Participation rate | 60.1% | 63.9%-3.8pp | 77.3%-17.2pp | 69.5%-9.4pp |
| Annual return | 14.30% | 19.57%-5.3pp | 40.50%-26.2pp | 28.90%-14.6pp |
| Employer contribution / active EE | $103 | $1,483-93.0% | $4,182-97.5% | $2,042-94.9% |
| Participant deferral / active EE | $1,162 | $3,097-62.5% | $5,045-77.0% | $3,169-63.3% |
| Admin fee / account holder | $72 | $374-80.7% | $8,159-99.1% | $479-84.9% |