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| Provider | Service type | Compensation |
|---|---|---|
Service code 55 70100 AMERIPRISE FINANCIAL CENTER · MINNEAPOLIS, MN 55474 | Other Commissions | $8,995 |
ASSOCIATED PENSION CONSULTANTS1+ years Filed as: ASSOCIATED PENSION CONSULTANTS, INC Service code 13 · EIN 11-3271022 6800 JERICHO TURNPIKE · SYOSSET, NY 11791 | Contract Administrator | $5,293 |
Filed as: GREAT WEST LIFE & ANNUITY CO Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $913 |
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $66 |
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.
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 | $32,333 | $70,002-53.8% | $115,038-71.9% | $52,331-38.2% |
| Participation rate | 57.5% | 72.1%-14.6pp | 81.4%-23.8pp | 68.1%-10.6pp |
| Annual return | 0.25% | 4.04%-3.8pp | 26.14%-25.9pp | 4.54%-4.3pp |
| Employer contribution / active EE | $0 | $2,715-100.0% | $4,608-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $4,897 | $4,920-0.5% | $6,026-18.7% | $3,022+62.0% |
| Admin fee / account holder | $12 | $566-97.9% | $8,175-99.9% | $592-98.0% |