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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 | $56,974 |
CAPFINANCIAL PARTNERS LLC4+ years Service code 27 4208 SIX FORKS ROAD · RALEIGH, NC 27609 | Advisory (Plan) | $32,120 |
JM PENSION ADVISORY, INC.3 years Service code 13 · EIN 52-1910770 3905 NATIONAL DRIVE · BURTONSVILLE, MD 20866 | Contract Administrator | $600 |
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $310 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
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 | $21,596 | $88,122-75.5% | $141,197-84.7% | $67,582-68.0% |
| Participation rate | 34.9% | 76.5%-41.6pp | 82.5%-47.6pp | 71.3%-36.4pp |
| Annual return | 19.64% | 75.40%-55.8pp | 71.41%-51.8pp | 378.57%-358.9pp |
| Employer contribution / active EE | $2,990 | $3,224-7.3% | $4,736-36.9% | $2,148+39.2% |
| Participant deferral / active EE | $0 | $5,958-100.0% | $6,710-100.0% | $3,539-100.0% |
| Admin fee / account holder | $225 | $131+71.9% | $10,265-97.8% | $142+58.1% |