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| Provider | Service type | Compensation |
|---|---|---|
GAVION, LLC1 year Service code 27 · EIN 46-2642087 6000 POPLAR AVE STE 325 · MEMPHIS, TN 38119 | Advisory (Plan) | $15,862 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $14,078 |
Filed as: BURLEIGH CONSULTING GROUP, INC. Service code 13 · EIN 62-0842964 465 JACK KRAMER DRIVE, SUITE 2 · MEMPHIS, TN 38117 | Contract Administrator | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $38,220 | $77,638-50.8% | $156,551-75.6% | $62,881-39.2% |
| Participation rate | 67.0% | 71.2%-4.2pp | 84.0%-17.0pp | 69.3%-2.3pp |
| Annual return | 7.74% | 50.33%-42.6pp | 32.23%-24.5pp | 20.14%-12.4pp |
| Employer contribution / active EE | $1,938 | $3,444-43.7% | $5,501-64.8% | $2,281-15.1% |
| Participant deferral / active EE | $3,057 | $3,046+0.4% | $4,871-37.3% | $3,203-4.6% |
| Admin fee / account holder | $286 | $5,561-94.8% | $13,028-97.8% | $4,296-93.3% |