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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 64 · EIN 93-1225432 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $31,700 |
Service code 27 · EIN 11-2859146 GARDEN CITY CENTER · GARDEN CITY, NY 11530 | Advisory (Plan) | $25,519 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $8,294 |
Service code 99 6504 BRIDGE POINT PKWY STE 450 · AUSTIN, TX 78730 | Other Fees | $2,121 |
Filed as: ROBIN S WEINGAST & ASSOCIATES, INC. Service code 13 | Contract Administrator | $1,800 |
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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,542 | $45,000-83.2% | $143,799-94.8% | $77,906-90.3% |
| Participation rate | 40.8% | 66.8%-26.0pp | 80.3%-39.5pp | 73.7%-32.9pp |
| Annual return | -12.65% | 29.03%-41.7pp | -0.04%-12.6pp | 12.16%-24.8pp |
| Employer contribution / active EE | $488 | $1,870-73.9% | $4,952-90.1% | $2,846-82.9% |
| Participant deferral / active EE | $479 | $3,157-84.8% | $5,638-91.5% | $4,805-90.0% |
| Admin fee / account holder | $76 | $98-22.8% | $14,677-99.5% | $133-42.7% |