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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $104 |
Filed as: GREAT-WEST LIFE & ANNUITY COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $40,312 | $78,425-48.6% | $95,956-58.0% | $79,858-49.5% |
| Participation rate | 50.6% | 73.5%-22.9pp | 77.1%-26.5pp | 69.6%-19.0pp |
| Annual return | 35.96% | 19.37%+16.6pp | 91.63%-55.7pp | 31.72%+4.2pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,156 | $3,440-37.3% | $4,167-48.3% | $3,740-42.4% |
| Admin fee / account holder | $2 | $5,622-100.0% | $6,797-100.0% | $5,306-100.0% |