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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 64 · EIN 84-0467907 8515 EAST ORCHARD RD. · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $8,283 |
HORNOR TOWNSEND & KENT INC2+ years Filed as: HORNOR TOWNSEND & KENT INC. Service code 55 600 DRESHER RD · HORSHAM, PA 19044 | Other Commissions | $0 |
MARQUIS PENSION, LLC1 year Filed as: MARQUIS PENSION LLC Service code 13 P.O BOX 708 · OLD GREENWICH, CT 06870 | Contract Administrator | $0 |
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.
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).
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 | $7,268 | $37,213-80.5% | $156,551-95.4% | $63,975-88.6% |
| Participation rate | 6.8% | 65.0%-58.2pp | 84.0%-77.2pp | 71.1%-64.4pp |
| Annual return | 35.19% | 47.89%-12.7pp | 32.23%+3.0pp | 48.65%-13.5pp |
| Employer contribution / active EE | $27 | $1,357-98.0% | $5,501-99.5% | $2,182-98.8% |
| Participant deferral / active EE | $202 | $2,070-90.3% | $4,871-95.9% | $3,356-94.0% |
| Admin fee / account holder | $82 | $56+44.9% | $13,028-99.4% | $70+15.9% |