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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT WEST LIFE INSURANCE & ANNUITY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $6,606 |
Filed as: HORNOR TOWNSEND & KENT LLC Service code 55 | Other Commissions | $1,494 |
Filed as: RESOURCES INVESTMENT ADVISORS Service code 27 | Advisory (Plan) | $1,121 |
Filed as: PANAGIOTU PENSION ADVISORS LLC Service code 13 | Contract Administrator | $643 |
Service code 13 7350 CIRQUE DRIVE WEST SUITE 201 · UNIVERSITY PLACE, WA 98467 | Contract Administrator | $225 |
HONOR, TOWNSEND & KENT2 years Filed as: HONOR TOWNSEND & KENT LLC Service code 55 600 DRESHER RD. · HORSHAM, PA 19044 | Other Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $24,642 | $35,949-31.5% | $88,632-72.2% | $65,186-62.2% |
| Participation rate | 24.3% | 56.4%-32.1pp | 68.8%-44.5pp | 70.2%-45.9pp |
| Annual return | 24.06% | 47.52%-23.5pp | 43.75%-19.7pp | 29.39%-5.3pp |
| Employer contribution / active EE | $0 | $1,047-100.0% | $2,101-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $1,138 | $1,870-39.1% | $2,917-61.0% | $3,514-67.6% |
| Admin fee / account holder | $257 | $496-48.3% | $4,308-94.0% | $847-69.7% |