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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $22,598 |
LPL FINANCIAL2+ years Filed as: LPL FINANCIAL LLC Service code 55 · EIN 95-2834236 | Other Commissions | $0 |
Filed as: VOYA FINANCIAL LIFE INSURANCE & ANN Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $31,513 | $84,236-62.6% | $170,435-81.5% | $70,126-55.1% |
| Participation rate | 48.9% | 70.8%-21.9pp | 83.6%-34.7pp | 69.5%-20.7pp |
| Annual return | 10.42% | 23.06%-12.6pp | 205.94%-195.5pp | 73.15%-62.7pp |
| Employer contribution / active EE | $571 | $3,387-83.1% | $5,432-89.5% | $2,343-75.6% |
| Participant deferral / active EE | $2,408 | $3,086-22.0% | $4,939-51.2% | $3,332-27.7% |
| Admin fee / account holder | $255 | $5,698-95.5% | $13,881-98.2% | $4,645-94.5% |