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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 | $5,045 |
Filed as: GREAT-WEST LIFE & ANNUITY COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,665 |
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 | $67,885 | $88,324-23.1% | $115,038-41.0% | $55,191+23.0% |
| Participation rate | 94.4% | 72.5%+21.9pp | 81.4%+13.1pp | 69.2%+25.3pp |
| Annual return | 1.12% | 6.30%-5.2pp | 26.14%-25.0pp | 10.78%-9.7pp |
| Employer contribution / active EE | $2,595 | $2,805-7.5% | $4,608-43.7% | $1,899+36.7% |
| Participant deferral / active EE | $6,832 | $5,042+35.5% | $6,026+13.4% | $3,046+124.3% |
| Admin fee / account holder | $19 | $105-81.9% | $8,175-99.8% | $91-78.9% |