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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT-WEST LIFE AND ANNUITY INSURAN Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $38,167 |
VALMARK ADVISERS INC3+ years Filed as: VALMARK SECURITIES Service code 55 130 SPRINGSIDE DR. 300 · AKRON, OH 44333 | Other Commissions | $19,542 |
T. E. LOTT AND COMPANY3+ years Filed as: T. E. LOTT AND COMAPNY Service code 13 | Contract Administrator | $3,988 |
T. E. LOTT AND COMPANY3+ years Filed as: T. E. LOTT & COMPANY Service code 13 221 7TH STREET NORTH · COLUMBUS, MS 39703 | Contract Administrator | $575 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $107 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $27,550 | $64,909-57.6% | $82,312-66.5% | $62,293-55.8% |
| Participation rate | 69.8% | 74.9%-5.1pp | 76.9%-7.1pp | 69.5%+0.3pp |
| Annual return | 13.83% | 21.18%-7.3pp | 25.88%-12.0pp | 28.90%-15.1pp |
| Employer contribution / active EE | $921 | $1,676-45.1% | $2,428-62.1% | $2,042-54.9% |
| Participant deferral / active EE | $2,255 | $3,103-27.3% | $3,706-39.2% | $3,169-28.8% |
| Admin fee / account holder | $233 | $440-47.1% | $5,608-95.9% | $479-51.5% |