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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT-WEST LIFE & ANNUITY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $22,443 |
LINSCO/PRIVATE LEDGER CORP5 years Service code 55 9785 TOWNE CENTRE DRIVE · SAN DIEGO, CA 92121 | Other Commissions | $9,684 |
UNIGLOBAL PENSION PLANNING, INC.6+ years Service code 13 4114 LEGATO ROAD, SUITE 300 · FAIRFAX, VA 22033 | Contract Administrator | $6,995 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,591 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,971 | $78,670-58.1% | $109,173-69.8% | $85,847-61.6% |
| Participation rate | 36.4% | 68.3%-31.9pp | 75.9%-39.5pp | 69.3%-33.0pp |
| Annual return | 10.09% | 25.09%-15.0pp | 25.75%-15.7pp | 318.61%-308.5pp |
| Employer contribution / active EE | $0 | $2,734-100.0% | $3,723-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,297 | $3,467-33.8% | $4,654-50.6% | $3,952-41.9% |
| Admin fee / account holder | $303 | $5,469-94.5% | $6,755-95.5% | $6,261-95.2% |