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| Provider | Service type | Compensation |
|---|---|---|
SIKICH LLP3 years Service code 10 · EIN 36-3168081 1415 W. DIEHL ROAD, SUITE 400 · NAPERVILLE, IL 60563 | Accounting | $13,000 |
Filed as: GREAT-WEST LIFE & ANNUITY COMPANY Service code 64 8515 E ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $11,482 |
BENEFIT PLAN ADMINISTRATORS7+ years Filed as: BENEFIT PLAN ADMINISTRATION Service code 14 · EIN 39-1400101 11270 WEST PARK PLACE STE 950 · MILWAUKEE, WI 53224 | Plan Administrator | $9,028 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,219 | $64,119-77.8% | $112,228-87.3% | $66,914-78.8% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.1%+24.9pp | 69.8%+30.2pp |
| Annual return | -10.80% | -13.81%+3.0pp | 27.45%-38.3pp | 1.58%-12.4pp |
| Employer contribution / active EE | $0 | $3,005-100.0% | $3,635-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $395 | $3,693-89.3% | $4,728-91.6% | $4,237-90.7% |
| Admin fee / account holder | $264 | $625-57.8% | $6,410-95.9% | $593-55.5% |