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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT-WEST LIFE & ANNUITY INS. CO. Service code 15 · EIN 84-0467907 | Recordkeeping | $8,164 |
Filed as: HERITAGE PENSION SERVICES INC. Service code 49 100 CROSSWAYS PARKE DRIVE · WOODBURY, NY 11797 | Other Services | $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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,134 | $102,661-78.4% | $151,645-85.4% | $66,949-66.9% |
| Participation rate | 41.4% | 85.5%-44.1pp | 87.5%-46.1pp | 69.8%-28.4pp |
| Annual return | -15.17% | -10.81%-4.4pp | 3.34%-18.5pp | 1.57%-16.7pp |
| Employer contribution / active EE | $1,913 | $4,184-54.3% | $6,165-69.0% | $2,545-24.8% |
| Participant deferral / active EE | $3,085 | $6,645-53.6% | $8,363-63.1% | $4,239-27.2% |
| Admin fee / account holder | $132 | $630-79.1% | $11,614-98.9% | $594-77.8% |