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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 | $38,864 |
Filed as: PRIME AE GROUP INC Service code 99 8514 PULSAR PLACE · COLUMBUS, OH 43240 | Other Fees | $10,000 |
UNITED RETIREMENT INC2 years Filed as: UNITED RETIREMENT INC. Service code 13 · EIN 25-1759623 4000 CRUMS MILL ROAD · HARRISBURG, PA 17112 | Contract Administrator | $8,975 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,299 |
Filed as: THE PENSION CENTER OF FLORIDA INC Service code 99 6108 VILLAGE OAKS DR · PENSACOLA, FL 32504 | Other Fees | $820 |
Filed as: CETERA ADVISORS LLC Service code 55 200 N. SEPULVEDA · EL SEGUNDO, CA 90245 | 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 | $52,393 | $155,795-66.4% | $136,297-61.6% | $69,631-24.8% |
| Participation rate | 64.1% | 75.2%-11.2pp | 81.9%-17.9pp | 70.7%-6.6pp |
| Annual return | 34.13% | 232464.33%-232430.2pp | 5156.16%-5122.0pp | 27571.02%-27536.9pp |
| Employer contribution / active EE | $2,195 | $2,991-26.6% | $4,696-53.3% | $2,032+8.0% |
| Participant deferral / active EE | $5,104 | $5,394-5.4% | $6,247-18.3% | $3,224+58.3% |
| Admin fee / account holder | $154 | $128+20.1% | $9,244-98.3% | $110+39.5% |