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| Provider | Service type | Compensation |
|---|---|---|
Service code 99 7333 E DOUBLETREE RANCH ROAD · SCOTTSDALE, AZ 85258 | Other Fees | $15,811 |
Filed as: PENNIALL & ASSOCIATES INC Service code 27 PO BOX 7001 · PASADENA, CA 91109 | Advisory (Plan) | $14,657 |
Filed as: GREAT-WEST LIFE & ANNUITY CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $9,350 |
ACTUARIAL BENEFITS CORP3+ years Filed as: ACTUARIAL BENEFITS CORPORATION Service code 23 | Insurance services | $8,140 |
ACTUARIAL BENEFITS CORP3+ years Filed as: ACTUARIAL BENEFITS COPR. Service code 13 2790 SKYPARK DRIVE, SUITE 300 · TORRANCE, CA 90505 | 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.
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $86,162 | $55,453+55.4% | $170,435-49.4% | $62,293+38.3% |
| Participation rate | 59.0% | 66.4%-7.4pp | 83.6%-24.6pp | 69.5%-10.5pp |
| Annual return | 15.85% | 21.38%-5.5pp | 205.94%-190.1pp | 28.90%-13.0pp |
| Employer contribution / active EE | $159 | $2,164-92.7% | $5,432-97.1% | $2,042-92.2% |
| Participant deferral / active EE | $2,933 | $2,303+27.3% | $4,939-40.6% | $3,169-7.5% |
| Admin fee / account holder | $86 | $455-81.0% | $13,881-99.4% | $479-82.0% |