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| Provider | Service type | Compensation |
|---|---|---|
MOREHEAD PLAN ADMINISTRATORS1+ years Filed as: MOREHEAD PLAN ADMINISTRATOR Service code 13 | Contract Administrator | $905 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $675 |
GOLDLEAF PARTNERS1+ years Service code 13 8009 34TH AVE S, SUITE 320 · BLOOMINGTON, MN 55425 | Contract Administrator | $650 |
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $34 |
MOREHEAD PLAN ADMINISTRATORS1+ years Service code 13 P.O. BOX 36389 · CHARLOTTE, NC 282366389 | Contract Administrator | $0 |
Annual investment return 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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,820 | $46,360-74.5% | $147,617-92.0% | $52,331-77.4% |
| Participation rate | 97.0% | 64.9%+32.1pp | 84.6%+12.4pp | 68.1%+28.9pp |
| Annual return | -3.89% | 1.62%-5.5pp | 61.98%-65.9pp | 4.54%-8.4pp |
| Employer contribution / active EE | $550 | $2,126-74.1% | $5,564-90.1% | $1,882-70.8% |
| Participant deferral / active EE | $1,070 | $2,258-52.6% | $4,895-78.2% | $3,022-64.6% |
| Admin fee / account holder | $6 | $766-99.2% | $11,612-99.9% | $592-98.9% |