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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ALTIGRO PENSION SERVICES INC. Service code 13 · EIN 20-1258185 3 US HIGHWAY 46 WEST · FAIRFIELD, NJ 070042904 | Contract Administrator | $7,273 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $5,298 |
Service code 27 2301 ROSECRANS AVE, # 5100 · EL SEGUNDO, CA 902455670 | Advisory (Plan) | $5,239 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,975 | $61,166-51.0% | $185,849-83.9% | $79,391-62.2% |
| Participation rate | 60.0% | 66.6%-6.6pp | 81.7%-21.7pp | 70.7%-10.7pp |
| Annual return | 10.87% | 19.45%-8.6pp | 122.10%-111.2pp | 116.88%-106.0pp |
| Employer contribution / active EE | $1,013 | $2,321-56.3% | $5,169-80.4% | $2,428-58.3% |
| Participant deferral / active EE | $2,892 | $2,789+3.7% | $5,569-48.1% | $4,046-28.5% |
| Admin fee / account holder | $247 | $710-65.3% | $16,244-98.5% | $627-60.6% |