Filed December 20, 2021
Total covered: 2 employees
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT WEST LIFE & ANNUITY INS CO Service code 64 8515 E ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $21,433 |
Filed as: PENSIONMARK FINANCIAL GROUP Service code 27 24 E COTA ST STE 200 · SANTA BARBARA, CA 93101 | Advisory (Plan) | $12,040 |
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.
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 | $27,431 | $74,089-63.0% | $133,975-79.5% | $55,167-50.3% |
| Participation rate | 97.3% | 84.3%+13.0pp | 87.1%+10.3pp | 69.0%+28.3pp |
| Annual return | 4.99% | 12.11%-7.1pp | 29.29%-24.3pp | 169.23%-164.2pp |
| Employer contribution / active EE | $947 | $3,064-69.1% | $5,211-81.8% | $1,963-51.8% |
| Participant deferral / active EE | $1,879 | $4,678-59.8% | $6,282-70.1% | $3,054-38.5% |
| Admin fee / account holder | $184 | $458-59.8% | $9,324-98.0% | $504-63.5% |