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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT WEST LIFE & ANNUITY INS Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $24,561 |
Filed as: FIRST CITIZENS BANK AND TRUST Service code 27 4300 SIX FORKS RD · RALEIGH, NC 27609 | Advisory (Plan) | $16,864 |
Filed as: TRANSAMERICA FINANCIAL LIFE INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $14,534 |
PENTEGRA SERVICES, INC.1 year Filed as: PENTEGRA SERVICE INC Service code 13 6830 COMMERCE CT DR · BLACK LICK, OH 43004 | Contract Administrator | $4,950 |
PENTEGRA SERVICES, INC.4+ years Filed as: PENTEGRA RETIREMENT SERVICES - SC Service code 15 · EIN 27-4470015 | Recordkeeping | $4,882 |
Filed as: EMPOWER Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $90 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $15,107 | $23,224-35.0% | $71,089-78.7% | $55,725-72.9% |
| Participation rate | 55.4% | 37.9%+17.6pp | 54.6%+0.8pp | 70.9%-15.4pp |
| Annual return | -6.47% | -2.87%-3.6pp | 650.65%-657.1pp | 244.93%-251.4pp |
| Employer contribution / active EE | $803 | $436+84.0% | $1,088-26.2% | $2,078-61.4% |
| Participant deferral / active EE | $1,059 | $929+14.0% | $1,873-43.4% | $3,356-68.4% |
| Admin fee / account holder | $111 | $118-6.2% | $3,082-96.4% | $115-3.9% |