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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT-WEST LIFE & ANNUITY COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $53,495 |
Service code 55 200 N PACIFIC COAST HWY #1200 · EL SEGUNDO, CA 902455670 | Other Commissions | $41,541 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,095 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $68,254 | $40,174+69.9% | $84,023-18.8% | $67,582+1.0% |
| Participation rate | 67.3% | 62.7%+4.6pp | 69.0%-1.7pp | 71.3%-3.9pp |
| Annual return | 21.41% | 25.82%-4.4pp | 71.32%-49.9pp | 378.57%-357.2pp |
| Employer contribution / active EE | $0 | $808-100.0% | $1,984-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $1,742 | $2,301-24.3% | $3,239-46.2% | $3,539-50.8% |
| Admin fee / account holder | $197 | $128+53.6% | $6,102-96.8% | $142+38.5% |