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| Provider | Service type | Compensation |
|---|---|---|
JENNINGS SIGMOND P.C.1 year Filed as: JENNINGS, HAWLEY & CO., P.C. Service code 10 · EIN 74-2442139 | Accounting | $14,000 |
Filed as: GREAT WEST LIFE AND ANNUITY CO Service code 15 · EIN 84-0467907 | Recordkeeping | $594 |
HERNDON CAPITAL MANAGEMENT7+ years Filed as: HERNDON PLANT OAKLEY LTD Service code 22 800 N SHORELINE STER 2200 · CORPUS CHRISTI, TX 78759 | Insurance Broker | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $27,466 | $95,406-71.2% | $185,849-85.2% | $85,847-68.0% |
| Participation rate | 55.6% | 68.8%-13.2pp | 81.7%-26.2pp | 69.3%-13.8pp |
| Annual return | 9.82% | 23.59%-13.8pp | 122.10%-112.3pp | 318.61%-308.8pp |
| Employer contribution / active EE | $0 | $3,314-100.0% | $5,169-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,417 | $3,424-58.6% | $5,569-74.6% | $3,952-64.1% |
| Admin fee / account holder | $249 | $7,214-96.6% | $16,244-98.5% | $6,261-96.0% |