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| Provider | Service type | Compensation |
|---|---|---|
AVINTUS1 year Service code 13 113 SEABOARD LANE, SUITE B150 · FRANKLIN, TN 37067 | Contract Administrator | $250 |
AVINUTS1 year Service code 13 | Contract Administrator | $250 |
Filed as: GREAT WEST LIFE & ANNUITY INS CO Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $125 |
MORNINGSTAR1 year Filed as: MORNINGSTAR, INC MORNINGSTAR ASSOCI Service code 99 5904 PAYSPHERE CIRCLE · CHICAGO, IL 60674 | Other Fees | $67 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $13,824 | $42,582-67.5% | $171,082-91.9% | $57,658-76.0% |
| Participation rate | 8.7% | 63.9%-55.2pp | 76.7%-68.0pp | 70.2%-61.5pp |
| Annual return | 14.18% | 308.67%-294.5pp | 32.56%-18.4pp | 5.13%+9.1pp |
| Employer contribution / active EE | $0 | $1,306-100.0% | $4,002-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $292 | $2,933-90.0% | $4,797-93.9% | $3,061-90.5% |
| Admin fee / account holder | $0 | $82-100.0% | $8,520-100.0% | $95-100.0% |