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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $8,710 |
PRIME BENEFITS, INC.1+ years Service code 13 3312 PAPERMILL RD · PHOENIX, MD 21131 | Contract Administrator | $4,735 |
PSA FINANCIAL ADVISORS, INC1+ years Filed as: PSA FINANCIAL INC. Service code 16 11311 MCCORMICK RD · HUNT VALLEY, MD 21031 | Consulting | $2,195 |
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $181 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $4,243 | $67,166-93.7% | $57,356-92.6% | $55,191-92.3% |
| Participation rate | 17.9% | 77.7%-59.8pp | 75.1%-57.2pp | 69.2%-51.3pp |
| Annual return | 1.62% | 4.22%-2.6pp | 24.41%-22.8pp | 10.78%-9.2pp |
| Employer contribution / active EE | $0 | $2,812-100.0% | $2,689-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $166 | $2,835-94.1% | $3,162-94.8% | $3,046-94.6% |
| Admin fee / account holder | $110 | $44+152.1% | $3,357-96.7% | $91+21.0% |