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| Provider | Service type | Compensation |
|---|---|---|
Service code 10 · EIN 95-3541142 383 EAST ROWLAND STREET · COVINA, CA 91723 | Accounting | $18,750 |
Service code 13 · EIN 01-0577649 45946 CORTE CARMELLO · TEMECULA, CA 92592 | Contract Administrator | $13,075 |
Filed as: GREAT-WEST LIFE & ANNUITY INS CO Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $725 |
Filed as: MASSACHUSETTS MUTUAL LIFE Service code 55 PO BOX 77115 · CINCINNATI, OH 452771115 | Other Commissions | $0 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $16,092 | $69,305-76.8% | $82,313-80.5% | $69,631-76.9% |
| Participation rate | 36.6% | 80.3%-43.6pp | 76.9%-40.3pp | 70.7%-34.0pp |
| Annual return | 19.45% | 21.47%-2.0pp | 25.88%-6.4pp | 27571.02%-27551.6pp |
| Employer contribution / active EE | $0 | $1,887-100.0% | $2,428-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $436 | $3,568-87.8% | $3,706-88.2% | $3,224-86.5% |
| Admin fee / account holder | $58 | $97-40.2% | $5,608-99.0% | $110-47.4% |