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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ALLIANT INSURANCE SERVICES Service code 13 320 W 57TH STREET · NEW YORK, NY 10019 | Contract Administrator | $2,268 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $469 |
Filed as: GREAT WEST LIFE & ANNUITY INS COM Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $468 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $25,103 | $58,895-57.4% | $178,503-85.9% | $73,497-65.8% |
| Participation rate | 55.6% | 66.2%-10.7pp | 81.9%-26.4pp | 70.7%-15.1pp |
| Annual return | 14.19% | 24.86%-10.7pp | 151.12%-136.9pp | 28.51%-14.3pp |
| Employer contribution / active EE | $0 | $2,236-100.0% | $5,011-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $2,362 | $2,567-8.0% | $5,202-54.6% | $3,740-36.8% |
| Admin fee / account holder | $3 | $400-99.1% | $13,987-100.0% | $513-99.3% |