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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT-WEST LIFE & ANNUITY COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $13,351 |
WIPFLI LLP2 years Service code 10 11 SCOTT STREET · WAUSAU, WI 54403 | Accounting | $7,000 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,640 |
Service code 27 24 E COTA ST STE 200 · SANTA BARBARA, CA 93101 | Advisory (Plan) | $1,308 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $59,529 | $58,888+1.1% | $178,499-66.7% | $73,493-19.0% |
| Participation rate | 49.6% | 66.2%-16.6pp | 81.9%-32.3pp | 70.7%-21.0pp |
| Annual return | 14.52% | 24.86%-10.3pp | 151.10%-136.6pp | 28.51%-14.0pp |
| Employer contribution / active EE | $567 | $2,236-74.6% | $5,011-88.7% | $2,270-75.0% |
| Participant deferral / active EE | $1,403 | $2,568-45.3% | $5,202-73.0% | $3,740-62.5% |
| Admin fee / account holder | $256 | $400-36.0% | $13,986-98.2% | $513-50.1% |