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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,690 |
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $40 |
BURLEIGH CONSULTING GROUP1+ years Service code 15 · EIN 62-0842964 465 JACK KRAMER DR. TE. 2 · MEMPHIS, TN 38117 | Recordkeeping | $0 |
JANNEY MONTGOMERY SCOTT LLC1+ years Filed as: JANNEY MONTGOMERY SCOTT, LLC Service code 26 1717 ARCH STREET · PHILADELPHIA, PA 19103 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $27,688 | $46,360-40.3% | $147,617-81.2% | $52,331-47.1% |
| Participation rate | 54.8% | 64.9%-10.1pp | 84.6%-29.8pp | 68.1%-13.3pp |
| Annual return | 0.37% | 1.62%-1.2pp | 61.98%-61.6pp | 4.54%-4.2pp |
| Employer contribution / active EE | $530 | $2,126-75.1% | $5,564-90.5% | $1,882-71.8% |
| Participant deferral / active EE | $1,553 | $2,258-31.2% | $4,895-68.3% | $3,022-48.6% |
| Admin fee / account holder | $87 | $766-88.7% | $11,612-99.3% | $592-85.4% |