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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT-WEST LIFE & ANNUITY INS. CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $47,099 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $27,702 |
THE AIMPOINT GROUP2 years Filed as: AIMPOINT GROUP LLC Service code 13 PO BOX 220156 · HOLLYWOOD, FL 33022 | Contract Administrator | $16,319 |
CETERA ADVISOR NETWORKS LLC2 years Service code 55 200 N PACIFIC COAST HWY · EL SEGUNDO, CA 902455670 | Other Commissions | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,542 | $50,956-36.1% | $96,570-66.3% | $86,821-62.5% |
| Participation rate | 87.7% | 65.2%+22.5pp | 69.8%+17.9pp | 72.3%+15.4pp |
| Annual return | 9.32% | 21.27%-12.0pp | 37.79%-28.5pp | 97.94%-88.6pp |
| Employer contribution / active EE | $250 | $1,111-77.5% | $2,357-89.4% | $2,406-89.6% |
| Participant deferral / active EE | $2,584 | $2,954-12.5% | $3,849-32.9% | $4,132-37.5% |
| Admin fee / account holder | $324 | $166+95.1% | $6,182-94.8% | $170+91.0% |