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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 4340 REDWOOD HWY STE B60 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $7,629 |
Filed as: GREAT WEST LIFE & ANNUITY INS CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $6,334 |
MGA CONSULTANTS, INC.1 year Filed as: MGA PENSION CONSULTANTS INC Service code 13 6031 UNIVERSITY BLVD STE 300 · ELLICOTT CITY, MD 21043 | Contract Administrator | $5,450 |
Filed as: GWFS EQUITIES Service code 33 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Securities brokerage; Shareholder ser... | $35 |
UNITED OF OMAHA5+ years Service code 15 · EIN 47-0322111 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $36,241 | $66,601-45.6% | $92,903-61.0% | $67,579-46.4% |
| Participation rate | 52.2% | 72.5%-20.3pp | 76.0%-23.8pp | 71.3%-19.0pp |
| Annual return | 15.93% | 92.58%-76.6pp | 109.43%-93.5pp | 378.56%-362.6pp |
| Employer contribution / active EE | $410 | $2,775-85.2% | $3,653-88.8% | $2,148-80.9% |
| Participant deferral / active EE | $2,009 | $3,157-36.4% | $4,238-52.6% | $3,539-43.2% |
| Admin fee / account holder | $59 | $199-70.1% | $5,795-99.0% | $142-58.2% |