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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SIGNATOR INVESTORS INC. Service code 55 | Other Commissions | $11,487 |
Service code 27 | Advisory (Plan) | $6,026 |
DILLON AND ASSOCIATES4+ years Filed as: DILLON & AVEDISSIAN Service code 10 | Accounting | $4,000 |
Filed as: GREAT-WEST LIFE & ANNUITY Service code 64 8515 E. ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Filed as: SIGNATOR INVESTORS, INC. Service code 55 | Other Commissions | $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.
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 | $82,190 | $73,102+12.4% | $123,553-33.5% | $56,289+46.0% |
| Participation rate | 51.9% | 74.3%-22.5pp | 82.3%-30.4pp | 69.9%-18.0pp |
| Annual return | -4.64% | 3.01%-7.6pp | 119.21%-123.8pp | -9.96%+5.3pp |
| Employer contribution / active EE | $502 | $2,977-83.1% | $4,628-89.1% | $2,111-76.2% |
| Participant deferral / active EE | $2,697 | $5,423-50.3% | $6,426-58.0% | $3,350-19.5% |
| Admin fee / account holder | $286 | $554-48.3% | $9,284-96.9% | $521-45.0% |