Filed February 7, 2022
Total covered: 24 employees
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT-WEST LIFE ANNUITY INS COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $37,760 |
Service code 13 22720 FAIRVIEW CENTER DR. STE., 100 · FAIRVIEW PARK, OH 44126 | Contract Administrator | $24,132 |
CETERA ADVISOR NETWORKS LLC3 years Filed as: CETERA INVESTMENT ADVISERS LLC Service code 27 200 N PACIFIC COAST HWY · EL SEGUNDO, CA 90245 | Advisory (Plan) | $17,567 |
PLANTE & MORAN, PLLC3 years Filed as: PLANTE AND MORAN Service code 10 16060 COLLECTIONS CENTER DRIVE · CHICAGO, IL 60693 | Accounting | $14,500 |
Filed as: ADVISED ASSETS GROUP LLC Service code 28 8515EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $14,071 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,749 | $56,485-36.7% | $185,823-80.8% | $86,799-58.8% |
| Participation rate | 27.1% | 65.5%-38.3pp | 81.7%-54.6pp | 72.3%-45.1pp |
| Annual return | 11.40% | 118.04%-106.6pp | 122.05%-110.6pp | 97.91%-86.5pp |
| Employer contribution / active EE | $115 | $1,843-93.8% | $5,167-97.8% | $2,405-95.2% |
| Participant deferral / active EE | $974 | $2,553-61.9% | $5,568-82.5% | $4,131-76.4% |
| Admin fee / account holder | $620 | $150+314.4% | $16,237-96.2% | $170+265.6% |