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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 | $195,854 |
Filed as: PHILLIPS & COMPANY Service code 27 1300 SW FIFTH AVE · PORTLAND, OR 97201 | Advisory (Plan) | $94,754 |
PENSION ASSURANCE LLP2 years Filed as: PENSION PLANNERS NORTHWEST Service code 13 1600 VALLEY RIVER DR, STE 340 · EUGENE, OR 97401 | Contract Administrator | $92,173 |
MOSS ADAMS LLP3 years Service code 10 PO BOX 748369 · LOS ANGELES, CA 900748369 | Accounting | $14,300 |
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.
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.
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 | $15,902 | $44,007-63.9% | $154,111-89.7% | $68,904-76.9% |
| Participation rate | 21.4% | 70.0%-48.6pp | 83.0%-61.6pp | 74.1%-52.7pp |
| Annual return | -6.89% | 8.15%-15.0pp | 735.18%-742.1pp | 1.07%-8.0pp |
| Employer contribution / active EE | $69 | $1,732-96.0% | $5,298-98.7% | $2,540-97.3% |
| Participant deferral / active EE | $768 | $2,813-72.7% | $5,081-84.9% | $4,015-80.9% |
| Admin fee / account holder | $283 | $65+337.4% | $13,411-97.9% | $71+297.2% |