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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT-WEST LIFE & ANNUITY INS. CO. Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $15,136 |
UNITED RETIREMENT INC1 year Filed as: UNITED RETIREMENT INC. Service code 13 · EIN 25-1759623 4000 CRUMS MILL ROAD · HARRISBURG, PA 17112 | Contract Administrator | $12,175 |
Service code 27 · EIN 04-2647786 | Advisory (Plan) | $0 |
Filed as: INVESTORS CAPITAL CORP. Service code 55 · EIN 04-3161577 6 KIMBALL LN. · LYNNFIELD, MA 01940 | Other Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $38,939 | $80,177-51.4% | $123,894-68.6% | $57,658-32.5% |
| Participation rate | 64.6% | 74.4%-9.9pp | 81.4%-16.8pp | 70.2%-5.7pp |
| Annual return | 26.10% | 17.90%+8.2pp | 47.52%-21.4pp | 5.13%+21.0pp |
| Employer contribution / active EE | $1,825 | $2,913-37.3% | $4,617-60.5% | $1,974-7.5% |
| Participant deferral / active EE | $4,354 | $5,130-15.1% | $5,984-27.2% | $3,061+42.2% |
| Admin fee / account holder | $56 | $106-47.4% | $8,357-99.3% | $95-40.8% |