Filed October 14, 2022 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT-WEST LIFE & ANNUITY COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $35,894 |
MORGAN STANLEY SMITH BARNEY2 years Service code 27 1 NEW YORK PLZ 12TH FL · NEW YORK, NY 10004 | Advisory (Plan) | $30,000 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $16,534 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $15,240 | $47,456-67.9% | $172,753-91.2% | $77,775-80.4% |
| Participation rate | 46.5% | 66.3%-19.8pp | 82.6%-36.2pp | 73.2%-26.7pp |
| Annual return | 19.07% | 35.57%-16.5pp | 803.00%-783.9pp | 32.58%-13.5pp |
| Employer contribution / active EE | $985 | $1,574-37.4% | $5,144-80.9% | $2,504-60.7% |
| Participant deferral / active EE | $976 | $2,560-61.9% | $5,198-81.2% | $3,966-75.4% |
| Admin fee / account holder | $87 | $81+7.3% | $13,956-99.4% | $100-13.3% |