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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT-WEST LIFE & ANNUNITY INSURANC Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $9,175 |
Filed as: NORTHWESTERN MUTUAL INVESTMENT SVCS Service code 55 720 E. WISCONSIN AVE · MILWAUKEE, WI 53202 | Other Commissions | $7,103 |
PENTEGRA SERVICES, INC.2 years Filed as: PENTEGRA SERVICES INC Service code 13 6830 COMMERCE CT. DRIVE · BLACKLICK, OH 43004 | Contract Administrator | $1,890 |
PENTEGRA SERVICES, INC.2 years Service code 13 | Contract Administrator | $1,471 |
Filed as: ADVISED ASSETS GROUP LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $93 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,414 | $73,638-72.3% | $95,964-78.7% | $73,497-72.2% |
| Participation rate | 57.3% | 76.2%-18.9pp | 77.1%-19.8pp | 70.7%-13.4pp |
| Annual return | 13.21% | 16.78%-3.6pp | 91.64%-78.4pp | 28.51%-15.3pp |
| Employer contribution / active EE | $449 | $1,863-75.9% | $2,541-82.3% | $2,270-80.2% |
| Participant deferral / active EE | $1,461 | $3,617-59.6% | $4,167-64.9% | $3,740-60.9% |
| Admin fee / account holder | $133 | $482-72.4% | $6,797-98.0% | $513-74.1% |