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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 35-1140070 PO BOX 7564 · FORT WASHINGTON, PA 190347654 | Contract Administrator | $19,671 |
PENSION ASSURANCE LLP2+ years Filed as: PENSION PLANNING CONSULTANTS, INC. Service code 13 · EIN 85-0402842 6201 UPTOWN BLVD NE, SUITE 100 · ALBUQUERQUE, NM 87110 | Contract Administrator | $3,700 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $844 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $250 |
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.
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 | $24,927 | $58,726-57.6% | $92,240-73.0% | $62,293-60.0% |
| Participation rate | 51.4% | 68.3%-17.0pp | 76.5%-25.1pp | 69.5%-18.1pp |
| Annual return | -10.95% | 43.62%-54.6pp | 176.29%-187.2pp | 28.90%-39.8pp |
| Employer contribution / active EE | $834 | $2,392-65.1% | $3,680-77.3% | $2,042-59.2% |
| Participant deferral / active EE | $1,179 | $2,766-57.4% | $3,897-69.8% | $3,169-62.8% |
| Admin fee / account holder | $128 | $556-77.0% | $5,194-97.5% | $479-73.3% |