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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT-WEST LIFE & ANNUITY INS CO Service code 15 · EIN 84-0467907 | Recordkeeping | $618 |
Filed as: ENVESTNET RETIREMENT SOLUTIONS,LLC Service code 28 · EIN 61-1732930 | Investment Management | $0 |
Filed as: MESIROW FINANCIAL INVESTMENT MGMT Service code 49 · EIN 36-3429599 | Other Services | $0 |
MORGAN STANLEY SMITH BARNEY7+ years Filed as: MORGAN STANLEY INS SVCS INC Service code 22 · EIN 51-0116113 | Insurance Broker | $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.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,262 | $84,936-18.5% | $111,297-37.8% | $79,386-12.8% |
| Participation rate | 47.3% | 75.9%-28.6pp | 77.3%-30.0pp | 70.7%-23.4pp |
| Annual return | 9.99% | 17.45%-7.5pp | 54.65%-44.7pp | 116.85%-106.9pp |
| Employer contribution / active EE | $693 | $1,979-65.0% | $2,731-74.6% | $2,427-71.5% |
| Participant deferral / active EE | $1,162 | $3,888-70.1% | $4,487-74.1% | $4,046-71.3% |
| Admin fee / account holder | $11 | $537-98.0% | $7,964-99.9% | $626-98.3% |