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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $5,121 |
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,060 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $9,160 | $27,330-66.5% | $67,711-86.5% | $55,191-83.4% |
| Participation rate | 65.0% | 47.5%+17.5pp | 67.5%-2.5pp | 69.2%-4.1pp |
| Annual return | -0.39% | 8.81%-9.2pp | 25.41%-25.8pp | 10.78%-11.2pp |
| Employer contribution / active EE | $2,133 | $855+149.5% | $2,559-16.7% | $1,899+12.3% |
| Participant deferral / active EE | $1,395 | $1,709-18.4% | $3,585-61.1% | $3,046-54.2% |
| Admin fee / account holder | $15 | $109-86.5% | $4,255-99.7% | $91-83.8% |