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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 | $20,871 |
CETERA ADVISOR NETWORKS LLC2 years Filed as: CETERA ADVISOR NETWORKS, LLC Service code 27 200 N. SEPULVEDA BLVD SUITE 1200 · EL SEGUNDO, CA 902455670 | Advisory (Plan) | $4,050 |
PASI, LLC2 years Service code 13 231 FARMINGTON AVE. · FARMINGTON, CT 06032 | Contract Administrator | $2,760 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $18,913 | $64,909-70.9% | $82,312-77.0% | $62,293-69.6% |
| Participation rate | 59.9% | 74.9%-15.0pp | 76.9%-17.0pp | 69.5%-9.6pp |
| Annual return | 31.68% | 21.18%+10.5pp | 25.88%+5.8pp | 28.90%+2.8pp |
| Employer contribution / active EE | $1,364 | $1,676-18.6% | $2,428-43.8% | $2,042-33.2% |
| Participant deferral / active EE | $1,735 | $3,103-44.1% | $3,706-53.2% | $3,169-45.2% |
| Admin fee / account holder | $183 | $440-58.3% | $5,608-96.7% | $479-61.7% |