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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 | $6,126 |
MMA SECURITIES LLC4+ years Filed as: JARDINE LLOYD THOMPSON SINS SVCS, I Service code 16 22 CENTURY HILL DT STE 102 · LATHAM, NY 12110 | Consulting | $4,349 |
PENSYS, INC.4+ years Service code 13 2440 PROFESSIONAL DRIVE, SUITE 100 · ROSEVILLE, CA 95661 | Contract Administrator | $2,224 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 | Investment Management | $2 |
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.
Annual investment return 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).
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 | $38,355 | $58,093-34.0% | $80,022-52.1% | $56,289-31.9% |
| Participation rate | 25.7% | 73.6%-47.9pp | 75.8%-50.1pp | 69.9%-44.2pp |
| Annual return | -7.55% | 34.63%-42.2pp | 11.22%-18.8pp | -9.96%+2.4pp |
| Employer contribution / active EE | $0 | $1,933-100.0% | $2,468-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $1,168 | $3,136-62.7% | $3,686-68.3% | $3,350-65.1% |
| Admin fee / account holder | $138 | $623-77.8% | $6,521-97.9% | $521-73.5% |