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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT WEST LIFE & ANNUITY INS CO Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $5,850 |
CAMBRIDGE INVESTMENT RESEARCH1+ years Filed as: CAMBRIDGE INVESTMENT RESEARCH INC. Service code 55 | Other Commissions | $5,346 |
SAN DIEGO PENSION CONSULTANTS1+ years Service code 13 · EIN 33-0461574 5628 COPLEY DRIVE · SAN DIEGO, CA 92111 | Contract Administrator | $2,103 |
CAMBRIDGE INVESTMENT RESEARCH1+ years Filed as: CAMBRIDGE INVESTMENT RESEARCH INC Service code 55 1776 PLEASANT PLAIN ROAD · FAIRFIELD, IA 52556 | Other Commissions | $0 |
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.
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 | $7,996 | $30,979-74.2% | $67,704-88.2% | $59,188-86.5% |
| Participation rate | 13.1% | 40.5%-27.4pp | 67.5%-54.4pp | 69.4%-56.3pp |
| Annual return | 2.05% | -1.74%+3.8pp | 25.41%-23.4pp | 5.51%-3.5pp |
| Employer contribution / active EE | $268 | $807-66.8% | $2,559-89.5% | $2,098-87.2% |
| Participant deferral / active EE | $591 | $1,603-63.1% | $3,585-83.5% | $3,265-81.9% |
| Admin fee / account holder | $26 | $81-68.1% | $4,255-99.4% | $92-72.0% |