Filed December 22, 2020
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT-WEST LIFE & ANNUITY INS CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $47,651 |
MMA SECURITIES LLC4 years Service code 55 PO BOX 9497 · NEW YORK, NY 10087 | Other Commissions | $30,142 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $23,620 |
Filed as: BENCHMARK RETIREMENT PLAN SVCS Service code 13 2215 PLANK ROAD STE 249 · FREDERICKSBURG, VA 22401 | Contract Administrator | $12,280 |
Service code 27 1801 CALIFORNIA STREET · DENVER, CO 80202 | Advisory (Plan) | $5,072 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,360 | $127,481-66.8% | $149,745-71.7% | $90,274-53.1% |
| Participation rate | 13.7% | 78.2%-64.5pp | 82.5%-68.8pp | 73.4%-59.6pp |
| Annual return | 12.33% | 57.78%-45.5pp | 276.72%-264.4pp | 53.97%-41.6pp |
| Employer contribution / active EE | $81 | $3,448-97.6% | $4,646-98.2% | $2,523-96.8% |
| Participant deferral / active EE | $1,676 | $6,975-76.0% | $6,843-75.5% | $4,231-60.4% |
| Admin fee / account holder | $209 | $152+37.9% | $9,312-97.8% | $114+83.4% |