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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT-WEST LIFE & ANNUITY INS. CO. Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $909 |
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $100 |
PENSION SERVICES, INC.1+ years Service code 13 3150 SW 38 AVENUE, SUITE 900 · MIAMI, FL 33146 | Contract Administrator | $0 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $16,155 | $27,330-40.9% | $67,704-76.1% | $55,191-70.7% |
| Participation rate | 12.3% | 47.5%-35.3pp | 67.5%-55.2pp | 69.2%-56.9pp |
| Annual return | -1.81% | 8.81%-10.6pp | 25.41%-27.2pp | 10.78%-12.6pp |
| Employer contribution / active EE | $184 | $855-78.5% | $2,559-92.8% | $1,899-90.3% |
| Participant deferral / active EE | $289 | $1,709-83.1% | $3,585-91.9% | $3,046-90.5% |
| Admin fee / account holder | $8 | $109-92.6% | $4,255-99.8% | $91-91.0% |