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| Provider | Service type | Compensation |
|---|---|---|
UNITED RETIREMENT INC2 years Filed as: UNITED RETIREMENT INC. Service code 13 4000 CRUMS MILL ROAD · HARRISBURG, PA 17112 | Contract Administrator | $1,825 |
Filed as: GREAT WEST LIFE & ANNUITY INS. Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $488 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $395 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $6,416 | $57,976-88.9% | $63,018-89.8% | $62,293-89.7% |
| Participation rate | 58.5% | 75.9%-17.5pp | 74.8%-16.3pp | 69.5%-11.0pp |
| Annual return | 15.60% | 17.54%-1.9pp | 87.62%-72.0pp | 28.90%-13.3pp |
| Employer contribution / active EE | $0 | $2,415-100.0% | $2,761-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,106 | $2,956-62.6% | $3,330-66.8% | $3,169-65.1% |
| Admin fee / account holder | $16 | $276-94.3% | $3,601-99.6% | $479-96.7% |