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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 15 · EIN 84-0467907 | Recordkeeping | $47,196 |
Filed as: MULTI-FINANCIAL SEC CORP Service code 99 | Other Fees | $14,942 |
OTHER1 year Service code 99 · EIN 94-3322438 | Other Fees | $12,593 |
NICHOLAS PENSION CONSULTANTS3 years Filed as: NICHOLAS HICKS & FARMER - WA Service code 99 | Other Fees | $2,988 |
Service code 49 | Other Services | $30 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,874 | $86,225-79.3% | $146,647-87.8% | $86,821-79.4% |
| Participation rate | 75.8% | 78.0%-2.1pp | 80.1%-4.2pp | 72.3%+3.6pp |
| Annual return | 13.04% | 31.23%-18.2pp | 22.75%-9.7pp | 97.94%-84.9pp |
| Employer contribution / active EE | $1,294 | $2,392-45.9% | $4,137-68.7% | $2,406-46.2% |
| Participant deferral / active EE | $1,927 | $4,245-54.6% | $5,506-65.0% | $4,132-53.4% |
| Admin fee / account holder | $159 | $195-18.6% | $10,281-98.5% | $170-6.2% |