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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 | $8,264 |
PRIME BENEFITS, INC.3+ years Service code 13 3314 PAPERMILL RD · PHOENIX, MD 21131 | Contract Administrator | $5,214 |
THE PFE GROUP1 year Filed as: PFE ADVISORS Service code 17 153 CORDAVILLE RD SUITE 230 · SOUTHBOROUGH, MA 01772 | Pension Consulting | $1,330 |
GOLDMAN SACHS2+ years Filed as: UNITED CAPITAL FIANCIAL ADVISORS Service code 27 620 NEWPORT CENTER DR · NEWPORT BEACH, CA 92260 | Advisory (Plan) | $1,235 |
Filed as: EMPOWER ADVISORY SERVICES Service code 28 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $209 |
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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,302 | $74,552-92.9% | $62,995-91.6% | $69,631-92.4% |
| Participation rate | 15.5% | 78.3%-62.7pp | 74.8%-59.3pp | 70.7%-55.1pp |
| Annual return | 12.67% | 15.77%-3.1pp | 87.57%-74.9pp | 27571.02%-27558.4pp |
| Employer contribution / active EE | $0 | $2,929-100.0% | $2,759-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $179 | $2,974-94.0% | $3,329-94.6% | $3,224-94.4% |
| Admin fee / account holder | $119 | $59+99.8% | $3,600-96.7% | $110+7.5% |