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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIRST GREAT-WEST LIFE & ANNUITY Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $60,123 |
Filed as: NORTHWESTERN MUTUAL INVESTMENT SVCS Service code 55 720 E WISCONSIN AVE · MILWAUKEE, WI 53202 | Other Commissions | $7,714 |
MORNINGSTAR1+ years Filed as: MORNINGSTAR INC MORNINGSTAR ASSOCIA Service code 99 5904 PAYSPHERE CIRCLE · CHICAGO, IL 60674 | Other Fees | $647 |
ASCENSUS LLC1+ years Filed as: ASCENSUS HOLDINGS INC DBA Service code 13 200 DRYDEN RD · DDRESHER, PA 19025 | Contract Administrator | $600 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $326 |
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).
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 | $10,129 | $60,795-83.3% | $69,464-85.4% | $65,185-84.5% |
| Participation rate | 100.0% | 74.9%+25.1pp | 74.6%+25.4pp | 70.2%+29.8pp |
| Annual return | 20.83% | 17.46%+3.4pp | 28.98%-8.1pp | 29.38%-8.6pp |
| Employer contribution / active EE | $521 | $2,452-78.8% | $2,779-81.3% | $2,177-76.1% |
| Participant deferral / active EE | $2,006 | $3,162-36.5% | $3,536-43.3% | $3,514-42.9% |
| Admin fee / account holder | $20 | $314-93.7% | $3,840-99.5% | $847-97.7% |