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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,992 |
VALLEY PENSION SERVICES, INC.7+ years Service code 13 1200 SCENIC DRIVE, SUITE 101 · MODESTO, CA 95350 | Contract Administrator | $3,594 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $538 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,238 | $95,406-42.1% | $185,849-70.3% | $85,847-35.7% |
| Participation rate | 53.0% | 68.8%-15.8pp | 81.7%-28.7pp | 69.3%-16.3pp |
| Annual return | 17.29% | 23.59%-6.3pp | 122.10%-104.8pp | 318.61%-301.3pp |
| Employer contribution / active EE | $2,490 | $3,314-24.9% | $5,169-51.8% | $2,565-2.9% |
| Participant deferral / active EE | $4,393 | $3,424+28.3% | $5,569-21.1% | $3,952+11.1% |
| Admin fee / account holder | $51 | $7,214-99.3% | $16,244-99.7% | $6,261-99.2% |