Filed January 13, 2022
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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 | $14,162 |
Filed as: CASE PEARLMAN ADVISORS, LLC Service code 27 12140 CARISSA COMMERCE CT. · FORT MYERS, FL 33966 | Advisory (Plan) | $11,957 |
PROGRESSIVE PENSION ADMIN., INC.5+ years Service code 13 4560 VIA ROYALE, SUITE 4A · FORT MYERS, FL 33919 | Contract Administrator | $4,045 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,924 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $45,420 | $86,341-47.4% | $125,195-63.7% | $65,186-30.3% |
| Participation rate | 54.7% | 75.3%-20.6pp | 79.8%-25.1pp | 70.2%-15.5pp |
| Annual return | 21.19% | 27.44%-6.3pp | 43.79%-22.6pp | 29.39%-8.2pp |
| Employer contribution / active EE | $503 | $2,040-75.3% | $3,866-87.0% | $2,177-76.9% |
| Participant deferral / active EE | $2,162 | $3,538-38.9% | $4,937-56.2% | $3,514-38.5% |
| Admin fee / account holder | $242 | $609-60.3% | $9,704-97.5% | $847-71.4% |