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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT WEST LIFE & ANNUITY Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $30,719 |
UNITED RETIREMENT INC3 years Filed as: UNITED RETIREMENT, INC Service code 13 4000 CRUMS MILL ROAD SUITE 102 · HARRISBURG, PA 17112 | Contract Administrator | $1,000 |
CETERA ADVISOR NETWORKS LLC3 years Filed as: CETERA ADVISORS, LLC Service code 55 200 N SEPULVEDA SUITE 1200 · EL SEGUNDO, CA 90245 | Other Commissions | $0 |
Filed as: INVESTORS CAPITAL CORP Service code 55 | Other Commissions | $0 |
UNITED RETIREMENT INC3 years Service code 13 | Contract Administrator | $0 |
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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $25,841 | $37,196-30.5% | $154,111-83.2% | $55,725-53.6% |
| Participation rate | 24.3% | 64.1%-39.8pp | 83.0%-58.7pp | 70.9%-46.6pp |
| Annual return | -6.49% | 1319.68%-1326.2pp | 735.18%-741.7pp | 244.93%-251.4pp |
| Employer contribution / active EE | $256 | $1,614-84.2% | $5,298-95.2% | $2,078-87.7% |
| Participant deferral / active EE | $532 | $2,068-74.3% | $5,081-89.5% | $3,356-84.1% |
| Admin fee / account holder | $287 | $102+182.7% | $13,411-97.9% | $115+149.4% |