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| Provider | Service type | Compensation |
|---|---|---|
AVINTUS2 years Service code 13 113 SEABOARD LANE, SUITE B150 · FRANKLIN, TN 37067 | Contract Administrator | $854 |
Filed as: GREAT WEST LIFE & ANNUITY INS CO Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $175 |
MORNINGSTAR2 years Filed as: MORNINGSTAR, INC MORNINGSTAR ASSOCI Service code 99 5904 PAYSPHERE CIRCLE · CHICAGO, IL 60674 | Other Fees | $99 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $11,489 | $46,966-75.5% | $185,117-93.8% | $69,631-83.5% |
| Participation rate | 6.9% | 65.3%-58.4pp | 77.3%-70.4pp | 70.7%-63.8pp |
| Annual return | 18.16% | 22.36%-4.2pp | 40.50%-22.3pp | 27571.02%-27552.9pp |
| Employer contribution / active EE | $0 | $1,360-100.0% | $4,182-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $225 | $3,017-92.5% | $5,045-95.5% | $3,224-93.0% |
| Admin fee / account holder | $0 | $94-100.0% | $8,159-100.0% | $110-100.0% |