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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONE DIGITAL INVESTMENTS Service code 27 PO BOX 73599 · DALLAS, TX 75373 | Advisory (Plan) | $145,624 |
GREAT-WEST LIFE & ANNUITY INSURANCE10+ years Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $133,274 |
MARQUIS PENSION, LLC7 years Service code 13 107 BENNETTS FARM RD. · RIDGEFIELD, CT 06877 | Contract Administrator | $13,922 |
JAMES A. REICHERT2 years Filed as: JAMES MOYNA Service code 10 872 S MILWAUKEE AVE · LIBERTYVILLE, IL 60048 | Accounting | $11,000 |
SMITH & HOWARD, PC1 year Filed as: SMITH & HOWARD PC Service code 99 271 17TH STREET NW · ATLANTA, GA 30363 | Other Fees | $6,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,198 | $68,110-65.9% | $155,534-85.1% | $99,314-76.6% |
| Participation rate | 51.6% | 67.8%-16.2pp | 78.2%-26.6pp | 71.7%-20.1pp |
| Annual return | 62.03% | 16.16%+45.9pp | 64.92%-2.9pp | 17.67%+44.4pp |
| Employer contribution / active EE | $323 | $2,291-85.9% | $4,675-93.1% | $3,264-90.1% |
| Participant deferral / active EE | $1,510 | $3,865-60.9% | $5,630-73.2% | $5,346-71.8% |
| Admin fee / account holder | $63 | $94-33.0% | $15,900-99.6% | $109-42.3% |