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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIRST GREAT-WEST LIFE & ANNUITY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,597 |
NFP RETIREMENT INC1+ years Filed as: NFP ADVISOR SERVICES LLC Service code 55 1250 CAPITAL OF TEXAS HWY S #2-125 · AUSTIN, TX 78746 | Other Commissions | $1,449 |
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $366 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $11,149 | $75,832-85.3% | $147,617-92.4% | $59,633-81.3% |
| Participation rate | 61.0% | 71.6%-10.5pp | 84.6%-23.6pp | 68.7%-7.7pp |
| Annual return | 0.43% | 0.37%+0.1pp | 61.98%-61.6pp | 2041.45%-2041.0pp |
| Employer contribution / active EE | $708 | $3,485-79.7% | $5,564-87.3% | $2,203-67.8% |
| Participant deferral / active EE | $1,165 | $3,131-62.8% | $4,895-76.2% | $3,192-63.5% |
| Admin fee / account holder | $28 | $5,986-99.5% | $11,612-99.8% | $4,297-99.3% |