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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 | $44,376 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $25,208 |
THE AIMPOINT GROUP3 years Filed as: AIMPOINT GROUP LLC Service code 13 PO BOX 220156 · HOLLYWOOD, FL 33022 | Contract Administrator | $14,876 |
CETERA ADVISOR NETWORKS LLC3 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.)
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 | $29,314 | $42,367-30.8% | $79,580-63.2% | $64,819-54.8% |
| Participation rate | 80.9% | 64.7%+16.2pp | 69.5%+11.4pp | 71.5%+9.5pp |
| Annual return | -15.20% | -12.23%-3.0pp | 0.15%-15.4pp | 32.84%-48.0pp |
| Employer contribution / active EE | $265 | $1,181-77.5% | $2,413-89.0% | $2,507-89.4% |
| Participant deferral / active EE | $3,113 | $3,170-1.8% | $3,985-21.9% | $4,311-27.8% |
| Admin fee / account holder | $309 | $160+93.6% | $6,835-95.5% | $188+64.5% |