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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIRST GREAT-WEST LIFE & ANNUITY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $4,009 |
CLIFTONLARSONALLEN LLP1 year Filed as: CLIFTON LARSON ALLEN WEALTH ADVISOR Service code 27 1301 W 22ND ST STE 1100 · OAK BROOK, IL 60523 | Advisory (Plan) | $3,991 |
ASCENSUS LLC1 year Filed as: MAP RETIREMENT USA LLC Service code 13 W6180 AEROTECH DR · APPLETON, WI 54914 | Contract Administrator | $2,336 |
Service code 99 6504 BRIDGE POINT PKWY · AUSTIN, TX 787305097 | Other Fees | $268 |
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.
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 | $5,567 | $51,223-89.1% | $82,763-93.3% | $66,949-91.7% |
| Participation rate | 37.0% | 67.9%-30.9pp | 72.6%-35.5pp | 69.8%-32.8pp |
| Annual return | -12.91% | -9.85%-3.1pp | 702.45%-715.4pp | 1.57%-14.5pp |
| Employer contribution / active EE | $34 | $2,611-98.7% | $3,008-98.9% | $2,545-98.7% |
| Participant deferral / active EE | $1,079 | $3,460-68.8% | $4,395-75.5% | $4,239-74.6% |
| Admin fee / account holder | $98 | $415-76.4% | $5,325-98.2% | $594-83.5% |