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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 | $36,179 |
LPL FINANCIAL2+ years Service code 27 PO BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Plan) | $31,249 |
Filed as: ERISA FIDUCIARY SERVICES INC. Service code 13 1800 WALT WHITMAN ROAD · MELVILLE, NY 11747 | Contract Administrator | $11,250 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,371 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $24,905 | $101,523-75.5% | $141,191-82.4% | $77,775-68.0% |
| Participation rate | 25.8% | 77.4%-51.6pp | 82.5%-56.7pp | 73.2%-47.4pp |
| Annual return | 34.75% | 56.22%-21.5pp | 71.41%-36.7pp | 32.58%+2.2pp |
| Employer contribution / active EE | $424 | $3,341-87.3% | $4,736-91.0% | $2,504-83.1% |
| Participant deferral / active EE | $2,022 | $6,434-68.6% | $6,710-69.9% | $3,966-49.0% |
| Admin fee / account holder | $161 | $92+76.0% | $10,264-98.4% | $100+61.0% |