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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT WEST LIFE AND ANNUITY INX. CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $5,965 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 37 4340 REDWOOD HIGHWAY · SAN RAFAEL, CA 94903 | Loan Processing | $4,193 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $298 |
PENTEGRA SERVICES, INC.1 year Service code 13 6830 COMMERCE CT. DR. · BLACKLICK, OH 43004 | Contract Administrator | $180 |
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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,622 | $73,823-70.7% | $379,746-94.3% | $73,493-70.6% |
| Participation rate | 54.7% | 73.1%-18.4pp | 78.4%-23.7pp | 70.7%-16.0pp |
| Annual return | 3509.72% | 29.06%+3480.7pp | 34.90%+3474.8pp | 28.51%+3481.2pp |
| Employer contribution / active EE | $1,090 | $2,472-55.9% | $3,540-69.2% | $2,270-52.0% |
| Participant deferral / active EE | $1,633 | $4,038-59.5% | $6,024-72.9% | $3,740-56.3% |
| Admin fee / account holder | $85 | $607-86.0% | $7,927-98.9% | $513-83.5% |