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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 64 · EIN 93-1160402 8515 EAST ORCHARD ROAD · GREENWOOD, CO 80111 | Recordkeeping Fees | $159,213 |
Filed as: PHILLIPS & COMPANY Service code 27 1300 SWS FIFTH AVE · PORTLAND, OR 97201 | Advisory (Plan) | $79,599 |
PENSION ASSURANCE LLP1 year Filed as: PENSION PLANNERS NORTHWEST Service code 13 1600 VALLEY RIVER DR, STE 340 · EUGENE, OR 97401 | Contract Administrator | $35,346 |
MOSS ADAMS LLP2 years Service code 10 PO BOX 748369 · LOS ANGELES, CA 900748369 | Accounting | $11,900 |
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).
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 | $14,160 | $44,989-68.5% | $170,435-91.7% | $77,958-81.8% |
| Participation rate | 23.6% | 64.6%-41.0pp | 83.6%-60.0pp | 71.6%-48.1pp |
| Annual return | 23.66% | 19.61%+4.0pp | 205.94%-182.3pp | 20.87%+2.8pp |
| Employer contribution / active EE | $68 | $1,466-95.3% | $5,432-98.7% | $2,310-97.0% |
| Participant deferral / active EE | $759 | $2,208-65.6% | $4,939-84.6% | $3,537-78.5% |
| Admin fee / account holder | $172 | $69+149.5% | $13,881-98.8% | $97+76.7% |