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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 | $8,907 |
Filed as: CAMBRIDGE INVESTMENT GROUP Service code 27 1776 PLEASANT PLAIN RD. · FAIRFIELD, IA 52556 | Advisory (Plan) | $6,714 |
Filed as: TRUOG-RYDING COMPANY INC Service code 13 | Contract Administrator | $1,343 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $732 |
TRUOG-RYDING COMPANY, INC.4 years Filed as: TROUG-RYDING COMPANY INC Service code 13 2659 TOWNSGATE ROAD STE 101 · WESTLAKE VILLAGE, CA 91361 | Contract Administrator | $70 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,928 | $59,220-46.1% | $96,570-66.9% | $79,391-59.8% |
| Participation rate | 22.3% | 61.9%-39.6pp | 69.8%-47.5pp | 70.7%-48.4pp |
| Annual return | 15.12% | 27.08%-12.0pp | 37.79%-22.7pp | 116.88%-101.8pp |
| Employer contribution / active EE | $516 | $1,216-57.6% | $2,357-78.1% | $2,428-78.8% |
| Participant deferral / active EE | $1,238 | $2,948-58.0% | $3,849-67.8% | $4,046-69.4% |
| Admin fee / account holder | $333 | $659-49.5% | $6,182-94.6% | $627-46.9% |