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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 | $21,844 |
Filed as: PURSHE KAPLAN STERLING INVESTMENTS Service code 55 700 REGENT ST · MADISON, WI 53715 | Other Commissions | $21,357 |
Service code 13 · EIN 39-1967492 878 W. AIRPORT RD · MENASHA, WI 54952 | Contract Administrator | $13,695 |
NATIONAL ADMINISTRATION, INC.3+ years Filed as: NATIONAL ADMINISTRATION INC Service code 13 · EIN 39-1967492 878 W. AIRPORT RD · MENASHA, WI 54952 | Contract Administrator | $12,135 |
Service code 27 700 REGENT ST · MADISON, WI 53715 | Advisory (Plan) | $12,060 |
AMERICAN FUNDS3+ years Filed as: CAPITAL RESEARCH AND MANAGEMENT CO Service code 64 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping Fees | $1,530 |
Filed as: EMPOWER RETIREMENT ADVISORY SVCS Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $149 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $24,898 | $48,064-48.2% | $78,778-68.4% | $69,631-64.2% |
| Participation rate | 61.0% | 61.6%-0.6pp | 69.2%-8.2pp | 70.7%-9.7pp |
| Annual return | 17.28% | 21.81%-4.5pp | 35.62%-18.3pp | 27571.02%-27553.7pp |
| Employer contribution / active EE | $444 | $744-40.3% | $1,986-77.7% | $2,032-78.2% |
| Participant deferral / active EE | $2,335 | $2,079+12.3% | $2,958-21.1% | $3,224-27.6% |
| Admin fee / account holder | $98 | $152-35.2% | $5,134-98.1% | $110-10.8% |