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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,833 |
PENSION SERVICES, INC.5+ years Service code 13 3150 SW 38 AVENUE, SUITE 900 · MIAMI, FL 33146 | Contract Administrator | $3,588 |
Filed as: GREAT-WEST LIFE & ANNUITY INS. CO. Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,296 |
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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $22,221 | $40,522-45.2% | $84,637-73.7% | $67,582-67.1% |
| Participation rate | 12.4% | 51.1%-38.7pp | 68.2%-55.9pp | 71.3%-58.9pp |
| Annual return | 32.62% | 32.72%-0.1pp | 258.82%-226.2pp | 378.57%-346.0pp |
| Employer contribution / active EE | $392 | $1,146-65.8% | $2,653-85.2% | $2,148-81.7% |
| Participant deferral / active EE | $516 | $2,132-75.8% | $3,900-86.8% | $3,539-85.4% |
| Admin fee / account holder | $32 | $145-78.1% | $4,914-99.4% | $142-77.7% |