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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT-WEST LIFE & ANNUITY INS CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $17,219 |
Service code 55 880 CARILON PARKWAY · ST. PETERSBURG, FL 33716 | Other Commissions | $11,958 |
SOUTHERN PENSION SERVICES2 years Service code 13 2707 W AZEELE ST, STE 200 · TAMPA, FL 33609 | Contract Administrator | $5,842 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,334 |
Filed as: ENVESTMET RETIREMENT SOLUTIONS, LLC Service code 27 1801 CALIFORNIA STREET · DENVER, CO 80202 | Advisory (Plan) | $483 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,170 | $84,936-83.3% | $111,303-87.3% | $79,393-82.2% |
| Participation rate | 92.6% | 75.9%+16.8pp | 77.3%+15.3pp | 70.7%+21.9pp |
| Annual return | 12.48% | 17.45%-5.0pp | 54.66%-42.2pp | 116.87%-104.4pp |
| Employer contribution / active EE | $555 | $1,979-72.0% | $2,731-79.7% | $2,428-77.1% |
| Participant deferral / active EE | $1,975 | $3,888-49.2% | $4,487-56.0% | $4,046-51.2% |
| Admin fee / account holder | $123 | $537-77.1% | $7,966-98.5% | $627-80.3% |