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| Provider | Service type | Compensation |
|---|---|---|
GROSSMAN YANAK & FORD LLP3+ years Service code 10 THREE GATEWAY CENTER · PITTSBURGH, PA 15222 | Accounting | $6,105 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $163 |
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.
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 | $23,806 | $64,909-63.3% | $82,313-71.1% | $62,293-61.8% |
| Participation rate | 34.3% | 74.9%-40.5pp | 76.9%-42.6pp | 69.5%-35.2pp |
| Annual return | 17.58% | 21.18%-3.6pp | 25.88%-8.3pp | 28.90%-11.3pp |
| Employer contribution / active EE | $0 | $1,676-100.0% | $2,428-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $334 | $3,103-89.2% | $3,706-91.0% | $3,169-89.5% |
| Admin fee / account holder | $98 | $440-77.7% | $5,608-98.3% | $479-79.6% |