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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT-WEST LIFE & ANNUITY COMPANY Service code 13 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $37,510 |
Filed as: STRATEGIC CAPITAL INV. ADVISORS Service code 27 · EIN 36-4268991 | Advisory (Plan) | $22,000 |
LEGACY PROFESSIONALS LLP5+ years Service code 10 · EIN 32-0043599 | Accounting | $11,207 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $9,680 |
BENEFITS MANAGEMENT GROUP, INC.5+ years Service code 13 · EIN 20-0188125 | Contract Administrator | $7,584 |
JOHNSON & KROL, LLC3 years Filed as: JOHNSON & KROL LLC Service code 29 · EIN 36-4342024 | Legal | $5,000 |
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 | $53,876 | $66,650-19.2% | $92,915-42.0% | $67,582-20.3% |
| Participation rate | 97.9% | 72.5%+25.4pp | 76.0%+21.9pp | 71.3%+26.7pp |
| Annual return | 23.70% | 92.64%-68.9pp | 109.45%-85.7pp | 378.57%-354.9pp |
| Employer contribution / active EE | $183 | $2,777-93.4% | $3,653-95.0% | $2,148-91.5% |
| Participant deferral / active EE | $3,367 | $3,160+6.6% | $4,238-20.6% | $3,539-4.9% |
| Admin fee / account holder | $188 | $199-5.6% | $5,796-96.8% | $142+32.0% |