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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT-WEST LIFE AND ANNUITY Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $21,612 |
Filed as: ROYAL ALLIANCE ASSOCIATES INC. Service code 55 ONE WORLD FINANCIAL CENTER · NEW YORK, NY 10281 | Other Commissions | $16,572 |
MY BENEFITS, LLC1 year Filed as: MY BENEFITS LLC Service code 13 5352 PEACHTREE ROAD · ATLANTA, GA 30341 | Contract Administrator | $6,350 |
Filed as: FIRST PARTY ADMINISTRATOR Service code 13 5352 PEACHTREE ROAD · ATLANTA, GA 30341 | Contract Administrator | $3,100 |
Service code 13 | Contract Administrator | $2,933 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INC Service code 99 5904 PAYSPHERE CIRCLE · CHICAGO, IL 60674 | Other Fees | $402 |
Filed as: EMPOWER RETIREMENT Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $253 |
Employer 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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,050 | $30,599-83.5% | $74,577-93.2% | $57,658-91.2% |
| Participation rate | 71.5% | 49.1%+22.4pp | 68.1%+3.4pp | 70.2%+1.3pp |
| Annual return | 21.65% | 14.24%+7.4pp | 20.47%+1.2pp | 5.13%+16.5pp |
| Employer contribution / active EE | $0 | $1,000-100.0% | $2,525-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $1,877 | $1,805+4.0% | $3,458-45.7% | $3,061-38.7% |
| Admin fee / account holder | $27 | $98-72.9% | $4,138-99.4% | $95-71.9% |