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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 | $13,488 |
HANCOCK WHITNEY BANK1 year Filed as: WHITNEY BANK Service code 99 2510 14TH ST · GULFPORT, MS 39501 | Other Fees | $7,089 |
SENTINEL PENSION LLC2 years Service code 10 6811 JEFFERSON HWY · BATON ROUGE, LA 70806 | Accounting | $4,575 |
Filed as: EMPOWER RETIRMENT ADVISORY SERVICES Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $23 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $24,944 | $47,977-48.0% | $154,108-83.8% | $56,289-55.7% |
| Participation rate | 44.2% | 66.2%-22.0pp | 83.0%-38.8pp | 69.9%-25.6pp |
| Annual return | -5.97% | 3.54%-9.5pp | 735.21%-741.2pp | -9.96%+4.0pp |
| Employer contribution / active EE | $596 | $2,169-72.5% | $5,298-88.7% | $2,111-71.8% |
| Participant deferral / active EE | $1,241 | $2,392-48.1% | $5,081-75.6% | $3,350-63.0% |
| Admin fee / account holder | $213 | $438-51.3% | $13,411-98.4% | $521-59.0% |