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| Provider | Service type | Compensation |
|---|---|---|
Filed as: NATIONAL BENEFIT SERVICES,LLC Service code 15 8523 SOUTH REDWOOD ROAD · WEST JORDAN, UT 84088 | Recordkeeping | $175 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 15 8515 EAST ORCHID ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $26 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,403 | $51,620-70.2% | $90,281-82.9% | $65,185-76.4% |
| Participation rate | 69.8% | 68.6%+1.2pp | 73.3%-3.5pp | 70.2%-0.4pp |
| Annual return | 16.24% | 24.94%-8.7pp | 78.10%-61.9pp | 29.38%-13.1pp |
| Employer contribution / active EE | $3,189 | $2,235+42.7% | $2,854+11.7% | $2,177+46.5% |
| Participant deferral / active EE | $1,823 | $2,871-36.5% | $3,885-53.1% | $3,514-48.1% |
| Admin fee / account holder | $106 | $384-72.3% | $5,351-98.0% | $847-87.4% |