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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL3+ years Filed as: KMS FINANCIAL SERVICES Service code 55 2001 SIXTH AVE STE 2801 · SEATTLE, WA 981212588 | Other Commissions | $9,927 |
EMPLOYEE BENEFIT RESOURCES, INC.3+ years Service code 13 828 GREAT NORTHERN BLVD · HELENA, MT 596241193 | Contract Administrator | $3,761 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,281 |
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.
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $50,033 | $54,368-8.0% | $117,039-57.3% | $62,293-19.7% |
| Participation rate | 34.6% | 64.9%-30.3pp | 77.2%-42.5pp | 69.5%-34.9pp |
| Annual return | 11.73% | 21.77%-10.0pp | 18.95%-7.2pp | 28.90%-17.2pp |
| Employer contribution / active EE | $300 | $1,692-82.3% | $3,785-92.1% | $2,042-85.3% |
| Participant deferral / active EE | $981 | $2,269-56.7% | $3,929-75.0% | $3,169-69.0% |
| Admin fee / account holder | $96 | $493-80.6% | $5,974-98.4% | $479-80.0% |