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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT-WEST LIFE & ANNUITY INS CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $825 |
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $101 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $9,903 | $31,109-68.2% | $67,704-85.4% | $52,331-81.1% |
| Participation rate | 24.7% | 54.0%-29.2pp | 67.5%-42.8pp | 68.1%-43.4pp |
| Annual return | 15.74% | 23.70%-8.0pp | 25.41%-9.7pp | 4.54%+11.2pp |
| Employer contribution / active EE | $0 | $1,076-100.0% | $2,559-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $2,252 | $1,970+14.3% | $3,585-37.2% | $3,022-25.5% |
| Admin fee / account holder | $9 | $466-98.0% | $4,255-99.8% | $592-98.4% |