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| Provider | Service type | Compensation |
|---|---|---|
PROSPERA FINANCIAL SERVICES5+ years Filed as: PROSPERA FINANCIAL SERVICES INC Service code 55 5429 LBJ FREEWAY STE 400 · DALLAS, TX 75240 | Other Commissions | $13,232 |
THE RETIREMENT ADVANTAGE INC5+ years Filed as: THE RETIREMENT ADVANTAGE, INC Service code 13 101 E GRAND AVE STE 16 · PORT WASHINGTON, WI 53074 | Contract Administrator | $5,014 |
Filed as: GREAT-WEST LIFE & ANNUITY INS CO. Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,066 |
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $40,009 | $66,601-39.9% | $92,903-56.9% | $67,579-40.8% |
| Participation rate | 32.3% | 72.5%-40.2pp | 76.0%-43.7pp | 71.3%-39.0pp |
| Annual return | 22.23% | 92.58%-70.3pp | 109.43%-87.2pp | 378.56%-356.3pp |
| Employer contribution / active EE | $1,086 | $2,775-60.9% | $3,653-70.3% | $2,148-49.4% |
| Participant deferral / active EE | $1,731 | $3,157-45.2% | $4,238-59.1% | $3,539-51.1% |
| Admin fee / account holder | $27 | $199-86.3% | $5,795-99.5% | $142-80.9% |