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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT WEST RETIREMENT SERVICES Service code 21 · EIN 84-0467907 | Bank Trustee | $38,320 |
BENEFIT PLAN ADMINISTRATORS5+ years Filed as: BENEFIT PLAN ADMINISTRATION Service code 13 · EIN 39-1400101 | Contract Administrator | $15,367 |
Filed as: THE PREVIANT LAW FIRM Service code 29 · EIN 39-1211596 | Legal | $13,244 |
Service code 29 · EIN 39-1126909 | Legal | $6,885 |
SIKICH LLP1 year Service code 10 · EIN 36-3168081 | Accounting | $6,515 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 | $35,038 | $111,608-68.6% | $177,848-80.3% | $73,412-52.3% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.7%+12.3pp | 72.2%+27.8pp |
| Annual return | 5.16% | 18.23%-13.1pp | 48.33%-43.2pp | 59.30%-54.1pp |
| Employer contribution / active EE | $0 | $3,796-100.0% | $5,919-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $1,842 | $6,199-70.3% | $7,714-76.1% | $3,806-51.6% |
| Admin fee / account holder | $157 | $166-5.2% | $12,431-98.7% | $158-0.6% |