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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 | $109,144 |
Filed as: PHILLIPS & COMPANY Service code 27 1300 SW FIFTH AVE · PORTLAND, OR 97201 | Advisory (Plan) | $103,783 |
PENSION ASSURANCE LLP3 years Filed as: PENSION PLANNERS NORTHWEST Service code 13 1600 VALLEY RIVER DR, STE 340 · EUGENE, OR 97401 | Contract Administrator | $103,624 |
MOSS ADAMS LLP4 years Service code 10 PO BOX 748369 · LOS ANGELES, CA 900748369 | Accounting | $14,700 |
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 | $19,301 | $53,565-64.0% | $172,755-88.8% | $82,204-76.5% |
| Participation rate | 21.0% | 69.6%-48.6pp | 82.6%-61.6pp | 73.4%-52.4pp |
| Annual return | 23.10% | 31.42%-8.3pp | 802.94%-779.8pp | 26.31%-3.2pp |
| Employer contribution / active EE | $70 | $1,857-96.2% | $5,144-98.6% | $2,707-97.4% |
| Participant deferral / active EE | $772 | $3,006-74.3% | $5,198-85.1% | $4,246-81.8% |
| Admin fee / account holder | $284 | $61+363.4% | $13,955-98.0% | $76+276.2% |