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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $26,894 |
LINCOLN NATIONAL CORPORATION2 years Filed as: LINCOLN FINANCIAL SECURITIES Service code 55 PO BOX 2201 · FORT WAYNE, IN 46801 | Other Commissions | $4,835 |
Filed as: TRANSAMERICA FINANCIAL ADVISORS INC Service code 55 | Other Commissions | $2,558 |
ORIENTAL BANK2 years Filed as: ORIENTAL BANK & TRUST Service code 13 PO BOX 191429 · SAN JUAN, PR 00919 | Contract Administrator | $781 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $7,354 | $71,192-89.7% | $117,861-93.8% | $62,293-88.2% |
| Participation rate | 44.6% | 74.2%-29.6pp | 79.7%-35.0pp | 69.5%-24.9pp |
| Annual return | 8.94% | 18.66%-9.7pp | 335.11%-326.2pp | 28.90%-20.0pp |
| Employer contribution / active EE | $0 | $1,934-100.0% | $3,786-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $277 | $3,189-91.3% | $4,482-93.8% | $3,169-91.3% |
| Admin fee / account holder | $119 | $587-79.7% | $8,021-98.5% | $479-75.2% |