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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIRST GREAT-WEST LIFE & ANNUITY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $33,219 |
WBG ADVISORS LLC3+ years Service code 27 7 PHEASANT LANE · WESTPORT, CT 068801709 | Advisory (Plan) | $19,125 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,713 |
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.
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 | $32,435 | $55,125-41.2% | $109,895-70.5% | $86,813-62.6% |
| Participation rate | 38.6% | 70.1%-31.5pp | 74.2%-35.6pp | 72.3%-33.7pp |
| Annual return | 52.14% | 26.20%+25.9pp | 29.46%+22.7pp | 97.93%-45.8pp |
| Employer contribution / active EE | $0 | $1,558-100.0% | $2,843-100.0% | $2,406-100.0% |
| Participant deferral / active EE | $3,555 | $3,337+6.5% | $4,049-12.2% | $4,131-14.0% |
| Admin fee / account holder | $174 | $141+23.1% | $6,067-97.1% | $170+2.3% |