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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT WEST LIFE & INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $29,109 |
PBMARES, LLP4+ years Service code 10 · EIN 54-0737372 | Accounting | $8,325 |
Filed as: CAMBRIDGE INVESTMENT GROUP Service code 27 1776 PLEASANT PLAIN RD · FAIRFIELD, IA 52556 | Advisory (Plan) | $7,691 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $23,649 | $51,620-54.2% | $90,304-73.8% | $65,185-63.7% |
| Participation rate | 60.2% | 68.6%-8.5pp | 73.3%-13.1pp | 70.2%-10.0pp |
| Annual return | 5.17% | 24.94%-19.8pp | 78.13%-73.0pp | 29.38%-24.2pp |
| Employer contribution / active EE | $439 | $2,235-80.4% | $2,855-84.6% | $2,177-79.8% |
| Participant deferral / active EE | $1,496 | $2,871-47.9% | $3,885-61.5% | $3,514-57.4% |
| Admin fee / account holder | $252 | $384-34.4% | $5,354-95.3% | $847-70.2% |