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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 | $30,730 |
UNITED RETIREMENT INC4 years Filed as: UNITED RETIREMENT, INC Service code 13 4000 CRUMS MILL ROAD SUITE 102 · HARRISBURG, PA 17112 | Contract Administrator | $1,500 |
Filed as: CETERA ADVISORS LLC Service code 55 200 N PACIFIC COAST HWY STE 1200 · EL SEGUNDO, CA 90245 | Other Commissions | $0 |
CETERA ADVISOR NETWORKS LLC4 years Filed as: CETERA ADVISORS, LLC Service code 55 | Other Commissions | $0 |
Filed as: INVESTORS CAPITAL CORP Service code 64 | Recordkeeping Fees | $0 |
UNITED RETIREMENT INC4 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.
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 | $31,941 | $62,928-49.2% | $172,752-81.5% | $67,579-52.7% |
| Participation rate | 20.6% | 64.5%-43.9pp | 82.6%-62.1pp | 71.3%-50.7pp |
| Annual return | 21.84% | 30.36%-8.5pp | 802.97%-781.1pp | 378.56%-356.7pp |
| Employer contribution / active EE | $281 | $1,636-82.8% | $5,144-94.5% | $2,148-86.9% |
| Participant deferral / active EE | $602 | $2,145-71.9% | $5,198-88.4% | $3,539-83.0% |
| Admin fee / account holder | $293 | $167+75.8% | $13,955-97.9% | $142+105.9% |