| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 49 · EIN 84-0467907 | Other Services | $1,310,341 |
SEQUOIA ONE PEO, LLC1 year Service code 10 · EIN 46-4716239 | Accounting | $71,432 |
ALLSPRING1 year Service code 52 · EIN 84-6615098 | Indirect Investment Fees | $0 |
AMERICAN FUNDS5 years Service code 52 · EIN 95-2817150 | Indirect Investment Fees | $0 |
BLACKROCK5 years Service code 52 · EIN 04-6171663 | Indirect Investment Fees | $0 |
COHEN & STEERS4 years Service code 52 · EIN 14-1904657 | Indirect Investment Fees | $0 |
DIMENSIONAL FUND ADVISORS5 years Service code 52 · EIN 36-3129984 | Indirect Investment Fees | $0 |
DODGE & COX4 years Service code 52 · EIN 94-6067274 | Indirect Investment Fees | $0 |
Filed as: FIDELITY INVESTMENTS Service code 52 · EIN 04-3365630 | Indirect Investment Fees | $0 |
INVESCO5 years Service code 52 · EIN 93-6305075 | Indirect Investment Fees | $0 |
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.
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 | $30,600 | $143,889-78.7% | $189,534-83.9% | $106,520-71.3% |
| Participation rate | 69.4% | 89.1%-19.8pp | 87.8%-18.4pp | 71.3%-1.9pp |
| Annual return | 60.23% | 17.38%+42.9pp | 555.39%-495.2pp | 19.28%+40.9pp |
| Employer contribution / active EE | $931 | $4,416-78.9% | $6,162-84.9% | $2,840-67.2% |
| Participant deferral / active EE | $5,631 | $7,575-25.7% | $8,220-31.5% | $4,948+13.8% |
| Admin fee / account holder | $63 | $98-35.7% | $12,049-99.5% | $75-15.3% |