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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT WEST LIFE & ANNUITY COMPANY Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $10,083 |
Filed as: SAN DIEGO PENSION CONSULTANTS, INC. Service code 13 5628 COPLEY DRIVE · SAN DIEGO, CA 92111 | Contract Administrator | $2,385 |
Employer 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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $16,468 | $42,772-61.5% | $87,502-81.2% | $55,167-70.1% |
| Participation rate | 70.9% | 66.5%+4.4pp | 73.8%-2.9pp | 69.0%+1.9pp |
| Annual return | 27.18% | 21.20%+6.0pp | 12.21%+15.0pp | 169.23%-142.1pp |
| Employer contribution / active EE | $0 | $1,277-100.0% | $2,550-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $5,066 | $2,342+116.3% | $3,149+60.9% | $3,054+65.9% |
| Admin fee / account holder | $73 | $461-84.2% | $4,221-98.3% | $504-85.5% |