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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT-WEST LIFE & ANNUITY INC Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $59,884 |
SECURITY NATIONAL BANK3+ years Filed as: SECURITY SERVICES NETWORK Service code 55 | Other Commissions | $18,717 |
CONTINENTAL BENEFITS GROUP, INC.3+ years Service code 13 · EIN 01-0724493 | Contract Administrator | $16,004 |
Service code 99 · EIN 62-1152936 | Other Fees | $3,065 |
CONTINENTAL BENEFITS GROUP, INC.3+ years Filed as: CONTINENTAL BENEFITS GROUP INC Service code 13 | Contract Administrator | $691 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 · EIN 84-0467907 | Investment Management | $110 |
SECURITIES AMERICA INC2 years Filed as: SECURITIES SERVICE NETWORK INC Service code 55 · EIN 62-1152936 | Other Commissions | $0 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,482 | $68,544-40.9% | $115,752-65.0% | $69,631-41.9% |
| Participation rate | 40.7% | 74.0%-33.3pp | 77.8%-37.1pp | 70.7%-30.0pp |
| Annual return | 7.55% | 20.97%-13.4pp | 19.41%-11.9pp | 27571.02%-27563.5pp |
| Employer contribution / active EE | $327 | $2,400-86.4% | $3,492-90.6% | $2,032-83.9% |
| Participant deferral / active EE | $1,906 | $3,887-51.0% | $5,204-63.4% | $3,224-40.9% |
| Admin fee / account holder | $300 | $90+231.6% | $6,278-95.2% | $110+171.3% |