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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIRST GREAT-WEST LIFE & ANNUITY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,035 |
Filed as: ALLIANT INSURANCE SERVICES INC Service code 13 DBA ALLIANT RETIREM PO BOX 22052 · NEW YORK, NY 100872052 | Contract Administrator | $380 |
AB FUNDS1+ years Filed as: ALLIANCEBERNSTEIN LP Service code 27 1345 AVENUE OF THE AMERICAS · NEW YORK, NY 10105 | Advisory (Plan) | $320 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $7,261 | $39,286-81.5% | $80,741-91.0% | $79,393-90.9% |
| Participation rate | 14.4% | 41.0%-26.6pp | 54.2%-39.8pp | 70.7%-56.3pp |
| Annual return | 0.00% | 98.95%-98.9pp | 87.30%-87.3pp | 116.87%-116.9pp |
| Employer contribution / active EE | $363 | $594-38.9% | $1,160-68.7% | $2,428-85.1% |
| Participant deferral / active EE | $824 | $1,264-34.8% | $2,145-61.6% | $4,046-79.6% |
| Admin fee / account holder | $38 | $647-94.1% | $3,380-98.9% | $627-93.9% |