Filed March 7, 2019
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $9,727 |
Filed as: SEASIDE NATIONAL BANK & TRUST, INC. Service code 99 201 SOUTH ORANGE AVENUE · ORLANDO, FL 32801 | Other Fees | $5,924 |
PENSERV PLAN SERVICES, INC.1+ years Filed as: PENSERVCO, INC. Service code 13 600 BYPASS DRIVE · CLEARWATER, FL 33764 | Contract Administrator | $4,166 |
Filed as: ADVISED ASSET GROUP Service code 13 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $63 |
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.
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 | $25,832 | $45,283-43.0% | $155,789-83.4% | $52,331-50.6% |
| Participation rate | 34.2% | 62.2%-28.0pp | 76.1%-41.9pp | 68.1%-33.9pp |
| Annual return | -2.13% | 1.80%-3.9pp | 71.54%-73.7pp | 4.54%-6.7pp |
| Employer contribution / active EE | $742 | $1,329-44.2% | $3,839-80.7% | $1,882-60.6% |
| Participant deferral / active EE | $1,573 | $2,854-44.9% | $4,798-67.2% | $3,022-47.9% |
| Admin fee / account holder | $153 | $981-84.4% | $7,477-98.0% | $592-74.2% |