Filed November 28, 2014
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
GENEOS WEALTH MANAGEMENT INC2 years Service code 27 511 CLAYTON ST · DENVER, CO 80206 | Advisory (Plan) | $31,682 |
Filed as: GREAT-WEST LIFE ANNUITY INS CO Service code 64 511 CLAYTON ST · DENVER, CO 80111 | Recordkeeping Fees | $19,748 |
Filed as: DEMARS PENSION CONSULTING INC Service code 13 8700 INDIAN CREEK PARKWAY · OVERLAND PARK, KS 66210 | Contract Administrator | $15,524 |
Filed as: LEAFHOUSE FINANCIAL ADVISORS LLC Service code 99 6504 BRIDGE POINT PKWY · AUSTIN, TX 78730 | Other Fees | $10,774 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,498 | $93,131+7.9% | $106,548-5.7% | $86,799+15.8% |
| Participation rate | 46.8% | 81.4%-34.6pp | 76.1%-29.3pp | 72.3%-25.5pp |
| Annual return | 16.17% | 19.45%-3.3pp | 26.80%-10.6pp | 97.91%-81.7pp |
| Employer contribution / active EE | $502 | $2,895-82.7% | $2,819-82.2% | $2,405-79.1% |
| Participant deferral / active EE | $2,344 | $4,708-50.2% | $4,398-46.7% | $4,131-43.3% |
| Admin fee / account holder | $344 | $145+137.0% | $7,407-95.4% | $170+102.8% |