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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT-WEST LIFE & ANNUNITY INS. Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $17,888 |
VALMARK ADVISERS INC3 years Filed as: VALMARK SECURITIES INC Service code 55 | Other Commissions | $17,188 |
Filed as: KDP RETIREMENT PLAN SERVICES INC Service code 13 | Contract Administrator | $1,718 |
Filed as: KDP RETIREMENT PLAN SERVICES INC. Service code 13 3060 LAKE EASTBROOK BLVD. SE · GRAND RAPIDS, MI 49512 | Contract Administrator | $1,650 |
VALMARK ADVISERS INC3 years Filed as: VALMARK SECURITES INC. Service code 55 130 SPRINGSIDE DR. · ARKON, OH 44333 | Other Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $10,830 | $69,383-84.4% | $101,264-89.3% | $73,493-85.3% |
| Participation rate | 57.1% | 68.4%-11.3pp | 75.8%-18.7pp | 70.7%-13.6pp |
| Annual return | -19.76% | 18.46%-38.2pp | 46.48%-66.2pp | 28.51%-48.3pp |
| Employer contribution / active EE | $968 | $2,628-63.2% | $3,660-73.6% | $2,270-57.4% |
| Participant deferral / active EE | $2,296 | $3,301-30.4% | $4,370-47.5% | $3,740-38.6% |
| Admin fee / account holder | $114 | $704-83.8% | $5,947-98.1% | $513-77.8% |