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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $7,028 |
Filed as: GREAT-WEST LIFE & ANNUITY COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $25 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $41,974 | $72,770-42.3% | $67,652-38.0% | $55,191-23.9% |
| Participation rate | 68.0% | 78.8%-10.8pp | 75.7%-7.6pp | 69.2%-1.1pp |
| Annual return | 0.44% | -3.26%+3.7pp | 6625.40%-6625.0pp | 10.78%-10.3pp |
| Employer contribution / active EE | $877 | $1,769-50.4% | $2,266-61.3% | $1,899-53.8% |
| Participant deferral / active EE | $2,355 | $3,408-30.9% | $3,560-33.9% | $3,046-22.7% |
| Admin fee / account holder | $34 | $79-56.8% | $4,821-99.3% | $91-62.5% |