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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 | $32,407 |
Filed as: STRATEGIC CAPITAL INV. ADVISORS Service code 27 · EIN 36-4268991 | Advisory (Plan) | $22,000 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $11,800 |
LEGACY PROFESSIONALS LLP6+ years Service code 10 · EIN 32-0043599 | Accounting | $11,561 |
BENEFITS MANAGEMENT GROUP, INC.6+ years Service code 13 · EIN 20-0188125 | Contract Administrator | $7,800 |
JOHNSON & KROL, LLC4 years Filed as: JOHNSON & KROL LLC Service code 29 · EIN 36-4342024 | Legal | $5,000 |
AMALGAMATED BANK4 years Filed as: AMALGAMATED BANK OF CHICAGO Service code 19 · EIN 36-0721895 | Securities Custodian | $314 |
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.
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 | $52,158 | $81,719-36.2% | $101,275-48.5% | $90,274-42.2% |
| Participation rate | 62.2% | 80.7%-18.5pp | 75.8%-13.6pp | 73.4%-11.2pp |
| Annual return | 20.05% | 337.64%-317.6pp | 46.48%-26.4pp | 53.97%-33.9pp |
| Employer contribution / active EE | $485 | $3,622-86.6% | $3,660-86.7% | $2,523-80.8% |
| Participant deferral / active EE | $1,459 | $3,310-55.9% | $4,371-66.6% | $4,231-65.5% |
| Admin fee / account holder | $147 | $162-9.2% | $5,948-97.5% | $114+28.9% |