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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT-WEST LIFE & ANNUITY COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $12,288 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,670 |
Service code 27 24 E COTA ST STE 200 · SANTA BARBARA, CA 93101 | Advisory (Plan) | $332 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $21,276 | $23,224-8.4% | $71,086-70.1% | $55,725-61.8% |
| Participation rate | 13.2% | 37.9%-24.7pp | 54.7%-41.5pp | 70.9%-57.7pp |
| Annual return | -5.81% | -2.87%-2.9pp | 650.59%-656.4pp | 244.93%-250.7pp |
| Employer contribution / active EE | $51 | $436-88.4% | $1,088-95.3% | $2,078-97.6% |
| Participant deferral / active EE | $486 | $929-47.7% | $1,874-74.1% | $3,356-85.5% |
| Admin fee / account holder | $168 | $118+42.5% | $3,082-94.5% | $115+46.0% |