Filed January 19, 2023 (most recent of 3 filings on file)
Total covered: 6 employees
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,757 |
Filed as: GREAT-WEST LIFE & ANNUITY COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,390 |
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.
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 | $13,859 | $37,039-62.6% | $147,617-90.6% | $59,188-76.6% |
| Participation rate | 43.8% | 63.8%-19.9pp | 84.6%-40.8pp | 69.4%-25.6pp |
| Annual return | -0.35% | 7.19%-7.5pp | 61.98%-62.3pp | 5.51%-5.9pp |
| Employer contribution / active EE | $358 | $1,353-73.5% | $5,564-93.6% | $2,098-82.9% |
| Participant deferral / active EE | $783 | $2,094-62.6% | $4,895-84.0% | $3,265-76.0% |
| Admin fee / account holder | $12 | $60-80.0% | $11,612-99.9% | $92-86.9% |