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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT-WEST LIFE & ANNUITY INS. CO. Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $8,087 |
Filed as: ALLIANT INSURANCE SERVICES Service code 13 INC DBA ALLIANT RETIREM · NEW YORK, NY 10019 | Contract Administrator | $3,619 |
Filed as: ALLIANT INSURANCE SERVICES INC Service code 13 | Contract Administrator | $865 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $337 |
Employer contribution per participant 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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $3,254 | $66,124-95.1% | $90,430-96.4% | $73,493-95.6% |
| Participation rate | 91.9% | 69.7%+22.3pp | 72.7%+19.3pp | 70.7%+21.3pp |
| Annual return | 15.63% | 17.65%-2.0pp | 1293.73%-1278.1pp | 28.51%-12.9pp |
| Employer contribution / active EE | $192 | $2,346-91.8% | $3,262-94.1% | $2,270-91.5% |
| Participant deferral / active EE | $1,146 | $3,039-62.3% | $3,963-71.1% | $3,740-69.4% |
| Admin fee / account holder | $29 | $396-92.7% | $5,613-99.5% | $513-94.3% |