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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 | $3,248 |
Service code 27 24 E COTA ST STE 200 · SANTA BARBARA, CA 93101 | Advisory (Plan) | $1,021 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,497 | $54,573-33.1% | $90,951-59.9% | $73,488-50.3% |
| Participation rate | 39.2% | 61.2%-21.9pp | 69.0%-29.8pp | 70.7%-31.4pp |
| Annual return | 16.19% | 16.69%-0.5pp | 134.60%-118.4pp | 28.51%-12.3pp |
| Employer contribution / active EE | $0 | $991-100.0% | $2,122-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $1,992 | $2,517-20.9% | $3,373-40.9% | $3,740-46.7% |
| Admin fee / account holder | $41 | $521-92.2% | $5,959-99.3% | $513-92.1% |