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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 | $2,485 |
AB FUNDS1 year Filed as: ALLIANCE BERNSTEIN LP Service code 27 1345 AVENUE OF THE AMERICAS · NEW YORK, NY 10105 | Advisory (Plan) | $1,184 |
Filed as: ALLIANT INSURANCE SERVICES INC Service code 13 DBA ALLIANT RETIREM PO BOX 22052 · NEW YORK, NY 100872052 | Contract Administrator | $190 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,718 | $26,549-67.2% | $61,452-85.8% | $66,938-87.0% |
| Participation rate | 18.5% | 38.1%-19.6pp | 52.6%-34.0pp | 69.8%-51.3pp |
| Annual return | -17.30% | -16.21%-1.1pp | 338.96%-356.3pp | 1.58%-18.9pp |
| Employer contribution / active EE | $458 | $651-29.6% | $1,160-60.5% | $2,545-82.0% |
| Participant deferral / active EE | $1,035 | $1,338-22.7% | $2,125-51.3% | $4,238-75.6% |
| Admin fee / account holder | $68 | $409-83.3% | $2,131-96.8% | $594-88.5% |