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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT WEST LIFE & ANNUITY INS CO Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $23,006 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 5707 SW PKWY BLDG 2 STE 400 · AUSTIN, TX 78735 | Advisory (Plan) | $19,592 |
GOLDLEAF PARTNERS3 years Filed as: GOLDLEAF PARTNERS EMPLOYER SERVICES Service code 13 · EIN 45-0514557 | Contract Administrator | $6,750 |
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,785 | $52,293-20.1% | $178,499-76.6% | $73,412-43.1% |
| Participation rate | 48.4% | 65.3%-16.9pp | 81.9%-33.5pp | 72.2%-23.8pp |
| Annual return | 17.03% | 34.75%-17.7pp | 151.10%-134.1pp | 59.30%-42.3pp |
| Employer contribution / active EE | $954 | $1,735-45.1% | $5,011-81.0% | $2,234-57.3% |
| Participant deferral / active EE | $1,492 | $2,332-36.0% | $5,202-71.3% | $3,806-60.8% |
| Admin fee / account holder | $213 | $127+67.5% | $13,986-98.5% | $158+35.1% |