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| Provider | Service type | Compensation |
|---|---|---|
KB ACTUARIAL, INC.1+ years Service code 13 · EIN 27-1837997 515 NEW JERSEY STREET · REDLANDS, CA 92373 | Contract Administrator | $7,368 |
Filed as: GREAT WEST LIFE & ANNUITY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,541 |
Filed as: ADVISED ASSET GROUP Service code 28 8518 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $308 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $20,912 | $46,745-55.3% | $60,547-65.5% | $52,331-60.0% |
| Participation rate | 43.8% | 58.6%-14.8pp | 68.0%-24.2pp | 68.1%-24.4pp |
| Annual return | -1.10% | 0.61%-1.7pp | 335.64%-336.7pp | 4.54%-5.6pp |
| Employer contribution / active EE | $0 | $1,259-100.0% | $2,419-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $964 | $2,145-55.0% | $3,328-71.0% | $3,022-68.1% |
| Admin fee / account holder | $35 | $537-93.5% | $4,536-99.2% | $592-94.1% |