Filed December 3, 2014
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT-WEST LIFE & ANNUITY INS CO Service code 64 8515 E ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $48,163 |
ASCENSUS LLC2 years Filed as: RETIREMENT MANAGEMENT SERVICES LLC Service code 13 905 LILY CREEK RD · LOUISVILLE, KY 40243 | Contract Administrator | $25,382 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $8,759 | $35,366-75.2% | $90,657-90.3% | $75,289-88.4% |
| Participation rate | 61.1% | 57.3%+3.8pp | 74.0%-12.9pp | 72.4%-11.3pp |
| Annual return | -3.47% | -2.19%-1.3pp | 1.89%-5.4pp | -0.04%-3.4pp |
| Employer contribution / active EE | $1,443 | $916+57.5% | $2,532-43.0% | $2,405-40.0% |
| Participant deferral / active EE | $808 | $1,998-59.6% | $3,424-76.4% | $3,739-78.4% |
| Admin fee / account holder | $29 | $59-50.1% | $4,994-99.4% | $102-71.2% |