Filed August 25, 2021
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
KB ACTUARIAL, INC.1+ years Filed as: KB ACTUARIAL, INC Service code 13 P.O. BOX 9626 · REDLANDS, CA 92375 | Contract Administrator | $16,145 |
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,409 |
Service code 27 100 NO 1ST ST #301 · BURBANK, CA 91502 | Advisory (Plan) | $1,950 |
Filed as: GREAT WEST LIFE AND ANNUITY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,075 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $20,256 | $57,108-64.5% | $94,228-78.5% | $52,331-61.3% |
| Participation rate | 47.4% | 72.9%-25.5pp | 78.8%-31.3pp | 68.1%-20.7pp |
| Annual return | -0.06% | 1.47%-1.5pp | 10.68%-10.7pp | 4.54%-4.6pp |
| Employer contribution / active EE | $648 | $1,735-62.6% | $3,587-81.9% | $1,882-65.6% |
| Participant deferral / active EE | $1,495 | $3,040-50.8% | $4,320-65.4% | $3,022-50.5% |
| Admin fee / account holder | $147 | $546-73.0% | $6,269-97.6% | $592-75.1% |