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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD, CO 80111 | Recordkeeping Fees | $5,471 |
MMA SECURITIES LLC3+ years Filed as: JARDINE LLOYD THOMPSON SINS SVCS, I Service code 16 22 CENTURY HILL DT STE 102 · LATHAM, NY 12110 | Consulting | $3,780 |
PENSYS, INC.3+ years Service code 13 2440 PROFESSIONAL DRIVE, SUITE 100 · ROSEVILLE, CA 95661 | Contract Administrator | $2,094 |
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.
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 | $50,011 | $78,826-36.6% | $91,004-45.0% | - |
| Participation rate | 32.3% | 75.7%-43.4pp | 75.6%-43.3pp | - |
| Annual return | 14.81% | 13.42%+1.4pp | 4.60%+10.2pp | - |
| Employer contribution / active EE | $0 | $2,032-100.0% | $2,456-100.0% | - |
| Participant deferral / active EE | $1,898 | $3,427-44.6% | $3,548-46.5% | - |
| Admin fee / account holder | $173 | $1,277-86.5% | $5,417-96.8% | - |