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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT-WEST LIFE & ANNUITY INS CO Service code 64 · EIN 84-0467907 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $54,050 |
RBC WEALTH MANAGEMENT4+ years Filed as: RBC CAPITAL MARKETS LLC Service code 99 60 S SIXTH STREET COMMISSIONS ACCTG · MINNEAPOLIS, MN 55402 | Other Fees | $23,534 |
PA RETIREMENT SOLUTIONS, INC.4+ years Service code 13 · EIN 27-2487837 1110 NORTH MOUNTAIN ROAD · HARRISBURG, PA 17112 | Contract Administrator | $16,131 |
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 | $17,163 | $65,223-73.7% | $80,022-78.6% | $55,725-69.2% |
| Participation rate | 64.9% | 80.6%-15.7pp | 75.8%-10.9pp | 70.9%-6.0pp |
| Annual return | -5.83% | 7.59%-13.4pp | 11.22%-17.1pp | 244.93%-250.8pp |
| Employer contribution / active EE | $0 | $2,544-100.0% | $2,468-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $1,603 | $3,881-58.7% | $3,686-56.5% | $3,356-52.2% |
| Admin fee / account holder | $140 | $114+22.5% | $6,521-97.9% | $115+21.5% |