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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT WEST LIFE AND ANNUITY INS Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $16,903 |
Filed as: FIRST CITIZENS BANK AND TRUST CO, Service code 27 4300 SIX FORKS ROAD · RALEIGH, NC 27609 | Advisory (Plan) | $16,131 |
Filed as: ADVISED ASSET GROUP LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,242 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $68,277 | $84,936-19.6% | $111,303-38.7% | $79,393-14.0% |
| Participation rate | 44.6% | 75.9%-31.3pp | 77.3%-32.7pp | 70.7%-26.1pp |
| Annual return | 11.77% | 17.45%-5.7pp | 54.66%-42.9pp | 116.87%-105.1pp |
| Employer contribution / active EE | $382 | $1,979-80.7% | $2,731-86.0% | $2,428-84.3% |
| Participant deferral / active EE | $1,061 | $3,888-72.7% | $4,487-76.4% | $4,046-73.8% |
| Admin fee / account holder | $577 | $537+7.5% | $7,966-92.8% | $627-7.9% |