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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 | $5,482 |
Filed as: CAMBRIDGE INVESTMENT GROUP Service code 27 1776 PLEASANT PLAIN RD. · FAIRFIELD, IA 52556 | Advisory (Plan) | $4,197 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $443 |
TRUOG-RYDING COMPANY, INC.3 years Filed as: TROUG-RYDING COMPANY INC Service code 13 2659 TOWNSGATE ROAD STE 101 · WESTLAKE VILLAGE, CA 91361 | Contract Administrator | $35 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,591 | $54,573-53.1% | $90,970-71.9% | $73,497-65.2% |
| Participation rate | 21.1% | 61.2%-40.1pp | 69.0%-48.0pp | 70.7%-49.6pp |
| Annual return | 24.47% | 16.69%+7.8pp | 134.60%-110.1pp | 28.51%-4.0pp |
| Employer contribution / active EE | $397 | $991-59.9% | $2,122-81.3% | $2,270-82.5% |
| Participant deferral / active EE | $1,046 | $2,517-58.4% | $3,373-69.0% | $3,740-72.0% |
| Admin fee / account holder | $224 | $521-57.0% | $5,961-96.2% | $513-56.3% |