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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT-WEST LIFE & ANNUITY INS. CO. Service code 64 8515 EAST ORCHARD RAOD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $4,400 |
Filed as: NORTHWESTERN MUTUAL INVESTMENT SVCS Service code 55 720 E. WISCONSIN AVE · MILWAUKEE, WA 53202 | Other Commissions | $4,368 |
MY BENEFITS, LLC2+ years Service code 13 5352 PEACHTREE ROAD · ATLANTA, GA 30341 | Contract Administrator | $610 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $9,295 | $61,660-84.9% | $80,022-88.4% | $64,173-85.5% |
| Participation rate | 56.2% | 71.7%-15.5pp | 75.8%-19.7pp | 69.6%-13.4pp |
| Annual return | -15.41% | -0.33%-15.1pp | 11.22%-26.6pp | 7.63%-23.0pp |
| Employer contribution / active EE | $1,033 | $1,810-42.9% | $2,468-58.1% | $2,381-56.6% |
| Participant deferral / active EE | $1,990 | $2,968-33.0% | $3,686-46.0% | $3,470-42.7% |
| Admin fee / account holder | $82 | $5,417-98.5% | $6,521-98.7% | $4,887-98.3% |