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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,960 |
Service code 55 880 CARILON PARKWAY · ST. PETERSBURG, FL 33716 | Other Commissions | $685 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $627 |
Filed as: PENTEC PENSION MGMT GROUP Service code 13 700 S MARIENFELD · MIDLAND, TX 79701 | Contract Administrator | $130 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $7,385 | $55,453-86.7% | $170,435-95.7% | $62,293-88.1% |
| Participation rate | 3.5% | 66.4%-62.8pp | 83.6%-80.1pp | 69.5%-66.0pp |
| Annual return | 22.77% | 21.38%+1.4pp | 205.94%-183.2pp | 28.90%-6.1pp |
| Employer contribution / active EE | $0 | $2,164-100.0% | $5,432-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $285 | $2,303-87.6% | $4,939-94.2% | $3,169-91.0% |
| Admin fee / account holder | $108 | $455-76.3% | $13,881-99.2% | $479-77.5% |