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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT-WEST LIFE & ANNUITY INS., CO. Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $10,577 |
Filed as: CETERA ADVISOR NETWORKS, LLC Service code 27 200 N. SEPULVEDA BLVD SUITE 1200 · EL SEGUNDO, CA 902455670 | Advisory (Plan) | $2,556 |
PASI, LLC1 year Service code 13 231 FARMINGTON AVE. · FARMINGTON, CT 06032 | Contract Administrator | $2,458 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $12,417 | $60,165-79.4% | $74,184-83.3% | $55,167-77.5% |
| Participation rate | 57.8% | 74.2%-16.4pp | 76.6%-18.8pp | 69.0%-11.2pp |
| Annual return | 11.48% | 10.00%+1.5pp | 17.74%-6.3pp | 169.23%-157.7pp |
| Employer contribution / active EE | $1,094 | $1,600-31.6% | $2,370-53.9% | $1,963-44.3% |
| Participant deferral / active EE | $1,435 | $2,973-51.7% | $3,550-59.6% | $3,054-53.0% |
| Admin fee / account holder | $148 | $419-64.7% | $5,586-97.3% | $504-70.6% |