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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT WEST LIFE & ANNUITY INS. CO. Service code 13 · EIN 84-0467907 | Contract Administrator | $106,000 |
Filed as: HERITAGE RETIREMENT PLAN ADVISORS Service code 27 · EIN 27-2388726 | Advisory (Plan) | $44,677 |
DIMICK, HYDE, & LEWIS, PC2 years Filed as: DIMICK HYDE & LEWIS PC Service code 13 · EIN 73-1158890 | Contract Administrator | $17,140 |
MCAFEE & TAFT2 years Service code 29 · EIN 73-0781676 | Legal | $13,709 |
IMA WEALTH INC5 years Filed as: IMA SELECT LLC Service code 23 · EIN 26-3811485 | Insurance services | $11,626 |
Filed as: BRYAN LITTLE HALEY & KENT PC Service code 10 · EIN 73-0941849 | Accounting | $8,250 |
Filed as: TRAVELERS INSURANCE Service code 50 · EIN 06-0566050 | Direct Payment | $2,980 |
MATT BURTON2 years Service code 49 · EIN 44-3748406 | Other Services | $1,523 |
Service code 38 · EIN 73-6094616 | Participant Communication | $928 |
DATA RESEARCH GROUP2 years Service code 15 · EIN 20-3223476 | Recordkeeping | $900 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $164,233-100.0% | $213,834-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.3%-12.3pp | 0.0%0pp |
| Annual return | -15.50% | 1.88%-17.4pp | -5.16%-10.3pp | 2.77%-18.3pp |
| Employer contribution / active EE | $5,427 | $8,732-37.9% | $31,020-82.5% | $15,262-64.4% |
| Participant deferral / active EE | $0 | $482-100.0% | $101-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $2,852-100.0% | $1,015-100.0% |