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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 | $29,655 |
CETERA ADVISOR NETWORKS LLC4 years Filed as: CETERA ADVISOR NETWORKS, LLC Service code 27 200 N. SEPULVEDA BLVD SUITE 1200 · EL SEGUNDO, CA 902455670 | Advisory (Plan) | $6,899 |
PASI, LLC4 years Service code 13 10 TALCOTT NOTCH RD. · FARMINGTON, CT 06032 | Contract Administrator | $4,945 |
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).
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 | $25,385 | $65,376-61.2% | $87,104-70.9% | $65,185-61.1% |
| Participation rate | 54.0% | 75.3%-21.3pp | 76.9%-22.9pp | 70.2%-16.2pp |
| Annual return | 25.28% | 31.27%-6.0pp | 28.19%-2.9pp | 29.38%-4.1pp |
| Employer contribution / active EE | $1,258 | $1,822-31.0% | $2,521-50.1% | $2,177-42.2% |
| Participant deferral / active EE | $1,843 | $3,388-45.6% | $4,048-54.5% | $3,514-47.6% |
| Admin fee / account holder | $248 | $520-52.3% | $7,491-96.7% | $847-70.8% |