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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RETIREMENT STRATEGIES INC Service code 13 229 FURY'S FERRY RD · AUGUSTA, GA 30907 | Contract Administrator | $6,796 |
Filed as: GREAT-WEST LIFE & ANNUITY INS Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $5,950 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $276 |
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.
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 | $17,256 | $44,221-61.0% | $121,220-85.8% | $56,289-69.3% |
| Participation rate | 61.3% | 61.1%+0.3pp | 71.8%-10.4pp | 69.9%-8.5pp |
| Annual return | -5.94% | -3.58%-2.4pp | 16.94%-22.9pp | -9.96%+4.0pp |
| Employer contribution / active EE | $933 | $1,480-36.9% | $4,023-76.8% | $2,111-55.8% |
| Participant deferral / active EE | $814 | $2,521-67.7% | $3,345-75.7% | $3,350-75.7% |
| Admin fee / account holder | $38 | $480-92.1% | $5,021-99.2% | $521-92.8% |