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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT-WEST LIFE & ANNUITY COMPANY Service code 21 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Bank Trustee | $40,388 |
BENEFIT PLAN ADMINISTRATORS7+ years Filed as: BENEFIT PLAN ADMINISTRATION Service code 13 · EIN 39-1400101 | Contract Administrator | $15,347 |
PENSION ASSURANCE LLP1 year Filed as: PENSION GROUP FINANCIAL GROUP LLC Service code 27 24 E COTA ST · SANTA BARBARA, CA 93101 | Advisory (Plan) | $12,697 |
Service code 29 · EIN 39-1126909 | Legal | $10,520 |
SIKICH LLP3 years Service code 10 · EIN 36-3168081 | Accounting | $9,310 |
THE PREVIANT LAW FIRM, S.C.3 years Filed as: THE PREVIANT LAW FIRM Service code 29 · EIN 39-1211596 | Legal | $8,110 |
Participant 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,162 | $86,897-59.5% | $151,645-76.8% | $64,824-45.8% |
| Participation rate | 100.0% | 87.3%+12.7pp | 87.5%+12.5pp | 71.5%+28.5pp |
| Annual return | -7.43% | -3.57%-3.9pp | 3.34%-10.8pp | 32.84%-40.3pp |
| Employer contribution / active EE | $0 | $4,010-100.0% | $6,165-100.0% | $2,507-100.0% |
| Participant deferral / active EE | $1,617 | $6,690-75.8% | $8,363-80.7% | $4,311-62.5% |
| Admin fee / account holder | $163 | $153+6.6% | $11,614-98.6% | $188-13.2% |