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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $10,575 |
Filed as: SIGNATOR INVESTORS, INC. Service code 55 197 CLARENDON ST. · BOSTON, MA 02116 | Other Commissions | $8,300 |
Filed as: PANAGIOTU PENSION ADVISORS Service code 13 7350 CIRQUE DR. W, SUITE 201 · UNIVERSITY PLACE, WA 98467 | Contract Administrator | $1,485 |
Service code 13 | Contract Administrator | $286 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $77 |
Filed as: COMPENSATION CONSULTANTS Service code 13 1605 WOODRIDGE DRIVE SE · PORT ORCHARD, WA 98366 | Contract Administrator | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $32,652 | $32,865-0.6% | $75,826-56.9% | $56,289-42.0% |
| Participation rate | 29.7% | 53.0%-23.3pp | 68.2%-38.6pp | 69.9%-40.2pp |
| Annual return | 8.18% | -5.01%+13.2pp | 1914.15%-1906.0pp | -9.96%+18.1pp |
| Employer contribution / active EE | $171 | $891-80.8% | $1,913-91.1% | $2,111-91.9% |
| Participant deferral / active EE | $918 | $1,683-45.4% | $2,862-67.9% | $3,350-72.6% |
| Admin fee / account holder | $194 | $185+4.9% | $4,726-95.9% | $521-62.8% |