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| Provider | Service type | Compensation |
|---|---|---|
GREAT-WEST LIFE & ANNUITY INSURANCE10+ years Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 64 · EIN 84-0467907 8515 EAST ORCHARD RD. · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $17,558 |
Filed as: ONE DIGITAL INVESTMENTS Service code 27 PO BOX 735399 · DALLAS, TX 75373 | Advisory (Plan) | $15,292 |
MARQUIS PENSION, LLC9 years Filed as: MARQUIS PENSION LLC Service code 13 P.O BOX 708 · OLD GREENWICH, CT 06870 | Contract Administrator | $3,058 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,885 | $53,216-53.2% | $155,534-84.0% | $199,960-87.6% |
| Participation rate | 11.3% | 64.1%-52.8pp | 78.2%-66.9pp | 72.0%-60.7pp |
| Annual return | 21.12% | 41.18%-20.1pp | 64.92%-43.8pp | 34.28%-13.2pp |
| Employer contribution / active EE | $56 | $1,848-97.0% | $4,675-98.8% | $3,036-98.2% |
| Participant deferral / active EE | $416 | $3,164-86.8% | $5,630-92.6% | $5,087-91.8% |
| Admin fee / account holder | $211 | $186+13.9% | $15,900-98.7% | $269-21.5% |