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| Provider | Service type | Compensation |
|---|---|---|
SECURITIES AMERICA INC5+ years Filed as: SECURITIES AMERICA ADVISORS, INC. Service code 27 12325 PORT GRACE BLVD · LAVISTA, NE 68128 | Advisory (Plan) | $24,066 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $18,819 |
CLARK, SCHAEFER, HACKETT & CO.5+ years Service code 13 · EIN 31-0800053 | Contract Administrator | $10,327 |
Filed as: GREAT-WEST LIFE & ANNUITY COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
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 | $47,977 | $65,376-26.6% | $87,104-44.9% | $65,185-26.4% |
| Participation rate | 58.3% | 75.3%-17.0pp | 76.9%-18.5pp | 70.2%-11.9pp |
| Annual return | 19.17% | 31.27%-12.1pp | 28.19%-9.0pp | 29.38%-10.2pp |
| Employer contribution / active EE | $436 | $1,822-76.1% | $2,521-82.7% | $2,177-80.0% |
| Participant deferral / active EE | $2,443 | $3,388-27.9% | $4,048-39.6% | $3,514-30.5% |
| Admin fee / account holder | $287 | $520-44.7% | $7,491-96.2% | $847-66.1% |