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| Provider | Service type | Compensation |
|---|---|---|
SECURITIES AMERICA INC4+ years Filed as: SECURITIES AMERICA ADVISORS, INC. Service code 27 12325 PORT GRACE BLVD · LAVISTA, NE 68128 | Advisory (Plan) | $23,470 |
Filed as: GREAT-WEST LIFE & ANNUITY COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $18,624 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $18,571 |
CLARK, SCHAEFER, HACKETT & CO.4+ years Service code 13 · EIN 31-0800053 | Contract Administrator | $11,892 |
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.
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 | $39,447 | $59,191-33.4% | $76,767-48.6% | $56,289-29.9% |
| Participation rate | 65.6% | 75.2%-9.6pp | 77.0%-11.3pp | 69.9%-4.2pp |
| Annual return | -5.20% | 6.62%-11.8pp | 2.43%-7.6pp | -9.96%+4.8pp |
| Employer contribution / active EE | $431 | $1,759-75.5% | $2,485-82.6% | $2,111-79.6% |
| Participant deferral / active EE | $2,355 | $3,255-27.7% | $3,852-38.9% | $3,350-29.7% |
| Admin fee / account holder | $292 | $489-40.3% | $6,675-95.6% | $521-44.0% |