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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 15 · EIN 84-0467907 | Recordkeeping | $3,933 |
Filed as: BENEFIT PLANS PLUS, LLC Service code 13 · EIN 43-1829594 11701 BORMAN DR. · ST. LOUIS, MO 631464100 | Contract Administrator | $925 |
Filed as: EMPOWER ANNUITY INS. CO. OF AMERICA Service code 15 · EIN 84-0467907 8515 E. ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $500 |
Filed as: WOODBURY FINANCIAL SVCS INC Service code 27 · EIN 41-0944586 P. O. BOX 780093 · PHILADELPHIA, PA 191780093 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,410 | $51,223-25.0% | $82,763-53.6% | $66,949-42.6% |
| Participation rate | 34.7% | 67.9%-33.2pp | 72.6%-37.9pp | 69.8%-35.2pp |
| Annual return | -12.59% | -9.85%-2.7pp | 702.45%-715.0pp | 1.57%-14.2pp |
| Employer contribution / active EE | $316 | $2,611-87.9% | $3,008-89.5% | $2,545-87.6% |
| Participant deferral / active EE | $1,019 | $3,460-70.6% | $4,395-76.8% | $4,239-76.0% |
| Admin fee / account holder | $215 | $415-48.1% | $5,325-96.0% | $594-63.7% |