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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT-WEST LIFE & ANNUITY INS. CO. Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $21,972 |
Service code 55 PO BOX 8089 · BOSTON, MA 022668089 | Other Commissions | $0 |
PENSION SERVICES, INC.1+ years Service code 13 3150 SW 38TH AVENUE, STE. 900 · MIAMI, FL 33146 | Contract Administrator | $0 |
Filed as: SOUTHEAST INVESTMENTS NC INC. Service code 55 820 TYVOLA ROAD, SUITE 104 · CHARLOTTE, NC 28217 | Other Commissions | $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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $15,451 | $35,135-56.0% | $85,969-82.0% | $59,188-73.9% |
| Participation rate | 21.5% | 50.0%-28.5pp | 76.5%-55.0pp | 69.4%-47.9pp |
| Annual return | -2.25% | 11.01%-13.3pp | 9.32%-11.6pp | 5.51%-7.8pp |
| Employer contribution / active EE | $181 | $764-76.4% | $3,474-94.8% | $2,098-91.4% |
| Participant deferral / active EE | $493 | $1,349-63.5% | $3,829-87.1% | $3,265-84.9% |
| Admin fee / account holder | $41 | $152-73.2% | $6,053-99.3% | $92-55.9% |