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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 | Contract Administrator | $1,538 |
Filed as: RESOURCES INVESTMENT ADVISORS INC Service code 27 · EIN 43-1451524 | Advisory (Plan) | $1,175 |
Filed as: GREAT WEST LIFE & ANNUITY INS CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $32 |
EMPLOYEE FIDUCIARY, LLC1 year Filed as: A & A EMPLOYEE BENEFITYS CONSULTING Service code 13 PO BOIX 13928 · SAN JUAN, PW 00908 | Contract Administrator | $0 |
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.
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.
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 | $5,051 | $55,125-90.8% | $109,907-95.4% | $86,821-94.2% |
| Participation rate | 21.3% | 70.1%-48.8pp | 74.2%-52.9pp | 72.3%-51.0pp |
| Annual return | 13.37% | 26.20%-12.8pp | 29.46%-16.1pp | 97.94%-84.6pp |
| Employer contribution / active EE | $51 | $1,558-96.7% | $2,844-98.2% | $2,406-97.9% |
| Participant deferral / active EE | $255 | $3,337-92.4% | $4,047-93.7% | $4,132-93.8% |
| Admin fee / account holder | $0 | $141-100.0% | $6,069-100.0% | $170-100.0% |