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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT-WEST LIFE & ANNUITY COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $38,345 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 5707 SW PKWY BLDG 2 STE 400 · AUSTIN, TX 78735 | Advisory (Plan) | $20,000 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $10,089 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,579 | $58,101-19.8% | $118,914-60.8% | $73,412-36.6% |
| Participation rate | 49.6% | 56.1%-6.5pp | 75.4%-25.8pp | 72.2%-22.5pp |
| Annual return | 13.32% | 20.56%-7.2pp | 35.89%-22.6pp | 59.30%-46.0pp |
| Employer contribution / active EE | $537 | $1,445-62.8% | $3,264-83.5% | $2,234-76.0% |
| Participant deferral / active EE | $2,221 | $2,400-7.5% | $4,266-47.9% | $3,806-41.7% |
| Admin fee / account holder | $265 | $138+92.1% | $6,582-96.0% | $158+68.0% |