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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT-WEST LIFE ANNUITY INSURANCE C Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,690 |
Filed as: CAMBRIDGE INVESTMENT GROUP Service code 27 1776 PLEASANT PLAIN RD. · FAIRFIELD, IA 52556 | Advisory (Plan) | $1,819 |
Filed as: TROUG-RYDING COMPANY INC Service code 13 2659 TOWNSGATE ROAD STE 101 · WESTLAKE VILLAGE, CA 91361 | Contract Administrator | $341 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $128 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $7,666 | $42,548-82.0% | $74,551-89.7% | $56,289-86.4% |
| Participation rate | 29.4% | 60.5%-31.1pp | 69.1%-39.8pp | 69.9%-40.5pp |
| Annual return | -19.22% | 12.40%-31.6pp | 32.53%-51.8pp | -9.96%-9.3pp |
| Employer contribution / active EE | $445 | $855-48.0% | $1,961-77.3% | $2,111-78.9% |
| Participant deferral / active EE | $1,162 | $2,277-49.0% | $3,108-62.6% | $3,350-65.3% |
| Admin fee / account holder | $70 | $467-85.1% | $5,059-98.6% | $521-86.6% |