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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 | $28,939 |
Service code 13 · EIN 11-2859146 GARDEN CITY CENTER · GARDEN CITY, NY 11530 | Contract Administrator | $22,218 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $8,711 |
Filed as: ROBIN S WEINGAST & ASSOCIATES, INC. Service code 13 | Contract Administrator | $4,148 |
Service code 99 6504 BRIDGE POINT PKWY STE 450 · AUSTIN, TX 78730 | Other Fees | $2,075 |
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.
Annual investment return 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 | $7,779 | $50,151-84.5% | $149,717-94.8% | $80,149-90.3% |
| Participation rate | 47.8% | 64.3%-16.5pp | 78.8%-31.0pp | 72.9%-25.1pp |
| Annual return | 9.00% | 29.80%-20.8pp | 134.41%-125.4pp | 40.39%-31.4pp |
| Employer contribution / active EE | $413 | $1,867-77.9% | $4,820-91.4% | $2,977-86.1% |
| Participant deferral / active EE | $430 | $3,194-86.5% | $5,682-92.4% | $5,015-91.4% |
| Admin fee / account holder | $62 | $153-59.1% | $13,213-99.5% | $145-56.9% |