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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT WEST LIFE ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREEN WOOD VILLAGE, CO 80111 | Recordkeeping Fees | $185 |
NFP RETIREMENT INC1 year Filed as: NFP RETIREMENT INC DBA 401K ADVIS Service code 27 120 VANTIS STE. 400 · ALISO VIEJO, CA 956562689 | Advisory (Plan) | $17 |
PENSION PLUS INC1 year Filed as: PENSION PLUS, INC. Service code 13 | Contract Administrator | $9 |
PENSION PLUS INC1 year Filed as: PENSION PLUS Service code 13 PO BOX 366281 · SAN JUAN, PR 00936 | Contract Administrator | $0 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $969 | $49,025-98.0% | $87,502-98.9% | $62,881-98.5% |
| Participation rate | 96.0% | 64.9%+31.1pp | 73.8%+22.2pp | 69.3%+26.7pp |
| Annual return | 19.37% | 10.02%+9.4pp | 12.21%+7.2pp | 20.14%-0.8pp |
| Employer contribution / active EE | $0 | $1,372-100.0% | $2,550-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $832 | $2,289-63.7% | $3,149-73.6% | $3,203-74.0% |
| Admin fee / account holder | $3 | $4,065-99.9% | $4,221-99.9% | $4,296-99.9% |