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| Provider | Service type | Compensation |
|---|---|---|
AVINTUS3 years Service code 13 113 SEABOARD LANE, SUITE B150 · FRANKLIN, TN 37067 | Contract Administrator | $1,049 |
Filed as: GREAT WEST LIFE & ANNUITY INS CO Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $150 |
MORNINGSTAR3 years Filed as: MORNINGSTAR, INC MORNINGSTAR ASSOCI Service code 99 5904 PAYSPHERE CIRCLE · CHICAGO, IL 60674 | Other Fees | $143 |
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.
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 | $13,530 | $42,810-68.4% | $169,452-92.0% | $55,725-75.7% |
| Participation rate | 6.9% | 64.7%-57.8pp | 77.8%-70.8pp | 70.9%-63.9pp |
| Annual return | 36.01% | -3.61%+39.6pp | 1.83%+34.2pp | 244.93%-208.9pp |
| Employer contribution / active EE | $0 | $1,402-100.0% | $4,157-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $278 | $3,141-91.1% | $5,277-94.7% | $3,356-91.7% |
| Admin fee / account holder | $0 | $106-100.0% | $9,110-100.0% | $115-100.0% |