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| Provider | Service type | Compensation |
|---|---|---|
FRONTIER CAPITAL MANAGEMENT3 years Filed as: FRONTIER WEALTH ENTERPRISES LLC Service code 27 4465 MAIN STREET, SUITE 650 · KANSAS CITY, MO 64111 | Advisory (Plan) | $31,142 |
Filed as: GREAT-WEST LIFE & ANNUITY INS CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $23,495 |
THE RETIREMENT ADVANTAGE INC4 years Service code 13 101 E GRAND AVENUE · PORT WASHINGTON, WI 53074 | Contract Administrator | $5,725 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,497 | $86,692-70.6% | $119,634-78.7% | $66,949-61.9% |
| Participation rate | 63.4% | 75.6%-12.2pp | 79.3%-15.9pp | 69.8%-6.4pp |
| Annual return | -11.37% | -8.00%-3.4pp | -14.98%+3.6pp | 1.57%-12.9pp |
| Employer contribution / active EE | $993 | $2,536-60.8% | $4,232-76.5% | $2,545-61.0% |
| Participant deferral / active EE | $1,748 | $4,360-59.9% | $5,601-68.8% | $4,239-58.8% |
| Admin fee / account holder | $224 | $755-70.4% | $10,329-97.8% | $594-62.3% |