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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 | $308 |
PENSION PLUS INC2 years Filed as: PENSION PLUS, INC. Service code 13 | Contract Administrator | $28 |
PENSION PLUS INC2 years Filed as: PENSION PLUS Service code 13 PO BOX 366281 · SAN JUAN, PR 00936 | Contract Administrator | $0 |
NFP RETIREMENT INC2 years Filed as: NFP RETIREMENT INC DBA 401K ADVIS Service code 99 120 VANTIS STE. 400 · ALISO VIEJO, CA 956562689 | Other Fees | -$45 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $1,743 | $113,338-98.5% | $94,993-98.2% | $147,586-98.8% |
| Participation rate | 100.0% | 78.0%+22.0pp | 73.9%+26.1pp | 82.8%+17.2pp |
| Annual return | 19.07% | 20.80%-1.7pp | 27.14%-8.1pp | 578.59%-559.5pp |
| Employer contribution / active EE | $0 | $3,160-100.0% | $2,603-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,003 | $3,777-73.5% | $3,317-69.8% | $5,439-81.6% |
| Admin fee / account holder | $5 | $6,063-99.9% | $4,960-99.9% | $10,886-100.0% |