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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 | $9,131 |
PRIME BENEFITS, INC.2+ years Service code 13 3312 PAPERMILL RD · PHOENIX, MD 21131 | Contract Administrator | $4,999 |
GOLDMAN SACHS1 year Filed as: UNITED CAPITAL FIANCIAL ADVISORS Service code 27 620 NEWPORT CENTER DR · NEWPORT BEACH, CA 92260 | Advisory (Plan) | $2,123 |
PSA FINANCIAL ADVISORS, INC2+ years Filed as: PSA FINANCIAL INC. Service code 16 11311 MCCORMICK RD · HUNT VALLEY, MD 21031 | Consulting | $193 |
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $159 |
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.
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 | $4,118 | $68,408-94.0% | $57,196-92.8% | $57,658-92.9% |
| Participation rate | 18.0% | 79.1%-61.1pp | 75.3%-57.3pp | 70.2%-52.2pp |
| Annual return | 4.84% | 8.51%-3.7pp | 14.59%-9.8pp | 5.13%-0.3pp |
| Employer contribution / active EE | $0 | $2,869-100.0% | $2,683-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $168 | $2,903-94.2% | $3,096-94.6% | $3,061-94.5% |
| Admin fee / account holder | $113 | $70+62.7% | $3,141-96.4% | $95+19.9% |