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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT-WEST LIFE & ANNUITY CO. Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $22,795 |
Filed as: STRATEGIC CAPITAL INV. ADVISORS INC Service code 27 · EIN 36-4268991 | Advisory (Plan) | $12,000 |
LEGACY PROFESSIONALS LLP1+ years Service code 10 · EIN 32-0043599 | Accounting | $9,341 |
BENEFITS MANAGEMENT GROUP, INC.1+ years Service code 13 · EIN 20-0188125 | Contract Administrator | $6,974 |
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,355 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,678 | $50,498-17.5% | $75,784-45.0% | $55,191-24.5% |
| Participation rate | 100.0% | 69.4%+30.6pp | 75.8%+24.2pp | 69.2%+30.8pp |
| Annual return | -0.81% | 1.80%-2.6pp | 9.68%-10.5pp | 10.78%-11.6pp |
| Employer contribution / active EE | $266 | $2,291-88.4% | $3,323-92.0% | $1,899-86.0% |
| Participant deferral / active EE | $2,629 | $2,589+1.5% | $3,652-28.0% | $3,046-13.7% |
| Admin fee / account holder | $165 | $123+33.7% | $5,300-96.9% | $91+81.3% |