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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 | $187,333 |
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $61,870 |
SAN DIEGO PENSION CONSULTANTS7+ years Service code 13 · EIN 33-0461574 5628 COPLEY DRIVE · SAN DIEGO, CA 92111 | Contract Administrator | $52,511 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,257 | $104,165-82.5% | $96,188-81.0% | $106,520-82.9% |
| Participation rate | 15.4% | 31.3%-15.9pp | 68.4%-53.0pp | 71.3%-55.9pp |
| Annual return | 38.96% | 25.28%+13.7pp | 192.12%-153.2pp | 19.28%+19.7pp |
| Employer contribution / active EE | $359 | $599-40.2% | $2,800-87.2% | $2,840-87.4% |
| Participant deferral / active EE | $1,142 | $1,572-27.4% | $4,350-73.8% | $4,948-76.9% |
| Admin fee / account holder | $63 | $98-35.4% | $5,538-98.9% | $75-15.1% |