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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 49 · EIN 84-0467907 | Other Services | $37,595 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 · EIN 20-8764829 | Advisory (Plan) | $33,441 |
Filed as: SMITH GAMBRELL & RUSSELL, LLP Service code 29 · EIN 58-0967450 | Legal | $33,250 |
CHERRY BEKAERT LLP5 years Service code 50 · EIN 56-0574444 | Direct Payment | $21,700 |
Filed as: INVESTMENT RESEARCH & ADV GROUP Service code 26 · EIN 58-1989031 | Advisory (Participants) | $20,000 |
CYPHER & CYPHER1 year Filed as: CYPHER & CYPHER, INC Service code 64 · EIN 25-1385288 | Recordkeeping Fees | $15,366 |
Filed as: INVESTMENT RESEARCH &ADVISORY GROUP Service code 26 · EIN 58-1989031 | Advisory (Participants) | $8,333 |
AMERICAN FUNDS5 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
COHEN & STEERS5 years Service code 52 · EIN 14-1904657 | Indirect Investment Fees | $0 |
COLUMBIA5 years Service code 52 · EIN 41-1458705 | 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.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $102,815 | $118,337-13.1% | $189,520-45.8% | $93,010+10.5% |
| Participation rate | 62.1% | 89.1%-27.0pp | 87.8%-25.7pp | 73.9%-11.8pp |
| Annual return | 12.87% | 21.77%-8.9pp | 555.25%-542.4pp | 158.70%-145.8pp |
| Employer contribution / active EE | $1,127 | $4,204-73.2% | $6,161-81.7% | $2,705-58.4% |
| Participant deferral / active EE | $3,826 | $7,123-46.3% | $8,220-53.5% | $4,561-16.1% |
| Admin fee / account holder | $133 | $100+33.6% | $12,046-98.9% | $152-12.2% |