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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 | $25,116 |
Filed as: STRATEGIC CAPITAL INV. ADVISORS INC Service code 27 · EIN 36-4268991 | Advisory (Plan) | $12,000 |
BENEFITS MANAGEMENT GROUP, INC.2+ years Service code 13 · EIN 20-0188125 | Contract Administrator | $8,972 |
LEGACY PROFESSIONALS LLP2+ years Service code 10 · EIN 32-0043599 | Accounting | $8,972 |
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 | $41,958 | $57,921-27.6% | $84,753-50.5% | $57,658-27.2% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 70.2%+29.8pp |
| Annual return | 6.78% | 10.24%-3.5pp | 22.78%-16.0pp | 5.13%+1.6pp |
| Employer contribution / active EE | $194 | $2,598-92.5% | $3,574-94.6% | $1,974-90.2% |
| Participant deferral / active EE | $2,875 | $2,742+4.8% | $3,712-22.6% | $3,061-6.1% |
| Admin fee / account holder | $158 | $130+22.1% | $5,333-97.0% | $95+67.5% |