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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 | $7,620 |
EMPLOYEE PLAN COMPLIANCE COMPANY4+ years Service code 13 6555 PERKINS ROAD, SUITE 400 · BATON ROUGE, LA 70808 | Contract Administrator | $5,924 |
Filed as: MERRILL LYNCH LIFE AGENCY, INC. Service code 55 | Other Commissions | $519 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $452 |
Filed as: MERRILL LYNCH LIFE ANGECY, INC. Service code 55 1215 4TH AVENUE 26TH FL · SEATTLE, WA 98161 | Other Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $65,439 | $60,396+8.3% | $111,392-41.3% | $56,287+16.3% |
| Participation rate | 63.1% | 72.4%-9.3pp | 78.9%-15.8pp | 69.9%-6.8pp |
| Annual return | -5.93% | 20.26%-26.2pp | -2.06%-3.9pp | -9.96%+4.0pp |
| Employer contribution / active EE | $950 | $3,459-72.5% | $4,328-78.1% | $2,111-55.0% |
| Participant deferral / active EE | $2,472 | $4,421-44.1% | $5,567-55.6% | $3,350-26.2% |
| Admin fee / account holder | $90 | $610-85.3% | $12,266-99.3% | $521-82.8% |