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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $17,785 |
FRAGASSO FINANCIAL ADVISORS4 years Service code 27 610 SMITHFIELD STREET · PITTSBURGH, PA 15222 | Advisory (Plan) | $10,962 |
Filed as: DUNBAR, BENDER & ZAPF, INC Service code 13 | Contract Administrator | $2,740 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $29,459 | $50,666-41.9% | $76,823-61.7% | $65,185-54.8% |
| Participation rate | 45.3% | 68.8%-23.5pp | 72.1%-26.8pp | 70.2%-24.9pp |
| Annual return | 20.50% | 28.51%-8.0pp | 1166.42%-1145.9pp | 29.38%-8.9pp |
| Employer contribution / active EE | $311 | $1,575-80.2% | $2,302-86.5% | $2,177-85.7% |
| Participant deferral / active EE | $1,285 | $2,647-51.5% | $3,336-61.5% | $3,514-63.4% |
| Admin fee / account holder | $263 | $463-43.3% | $6,422-95.9% | $847-69.0% |