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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ADVISED ASSET GROUP Service code 28 8515 E, ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,828 |
Filed as: GREAT-WEST LIFE & ANNUITY COMPANY Service code 64 8515 E. ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $228 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $51,086 | $48,078+6.3% | $78,676-35.1% | $62,881-18.8% |
| Participation rate | 48.9% | 65.2%-16.3pp | 73.6%-24.6pp | 69.3%-20.4pp |
| Annual return | 6.37% | 31.36%-25.0pp | 62.19%-55.8pp | 20.14%-13.8pp |
| Employer contribution / active EE | $469 | $2,015-76.7% | $2,850-83.5% | $2,281-79.4% |
| Participant deferral / active EE | $2,595 | $2,587+0.3% | $3,517-26.2% | $3,203-19.0% |
| Admin fee / account holder | $31 | $3,206-99.0% | $4,510-99.3% | $4,296-99.3% |