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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $14,526 |
SWERDLIN & COMPANY3+ years Filed as: SWERDLIN NORTHEAST, LLC Service code 13 13 WATER STREET · HOLLISTON, MA 01746 | Contract Administrator | $2,846 |
Filed as: GREAT-WEST LIFE & ANNUITY COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD, CO 80111 | Recordkeeping Fees | $0 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $25,403 | $44,059-42.3% | $71,671-64.6% | $69,631-63.5% |
| Participation rate | 30.6% | 60.8%-30.1pp | 68.7%-38.1pp | 70.7%-40.1pp |
| Annual return | 13.31% | 21.97%-8.7pp | 20.65%-7.3pp | 27571.02%-27557.7pp |
| Employer contribution / active EE | $201 | $1,305-84.6% | $2,460-91.8% | $2,032-90.1% |
| Participant deferral / active EE | $667 | $2,370-71.9% | $3,438-80.6% | $3,224-79.3% |
| Admin fee / account holder | $66 | $108-38.9% | $5,558-98.8% | $110-40.4% |