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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT-WEST LIFE ANNUITY INSURANCE Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,328 |
FBA INC2 years Service code 13 4341 CHARLOTTE HWY SUITE 201 · LAKE WYLIE, SC 29710 | Contract Administrator | $2,619 |
Filed as: TRINITY PENSION GROUP Service code 13 · EIN 20-0235252 4196 MENDENHALL OAKS PARKWAY · HIGH POINT, NC 27265 | Contract Administrator | $800 |
Service code 13 | Contract Administrator | $357 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 825 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $112 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $30,350 | $47,848-36.6% | $81,473-62.7% | $70,126-56.7% |
| Participation rate | 31.1% | 58.3%-27.2pp | 68.0%-36.8pp | 69.5%-38.4pp |
| Annual return | 46.26% | 27.25%+19.0pp | 38.78%+7.5pp | 73.15%-26.9pp |
| Employer contribution / active EE | $94 | $1,527-93.8% | $2,568-96.3% | $2,343-96.0% |
| Participant deferral / active EE | $994 | $2,453-59.5% | $3,537-71.9% | $3,332-70.2% |
| Admin fee / account holder | $56 | $3,145-98.2% | $4,561-98.8% | $4,645-98.8% |