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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $57,070 |
Service code 13 PO BOX 9023794 · SAN JUAN, PR 00902 | Contract Administrator | $20,196 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,289 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $25,155 | $127,481-80.3% | $149,745-83.2% | $90,274-72.1% |
| Participation rate | 89.0% | 78.2%+10.8pp | 82.5%+6.5pp | 73.4%+15.6pp |
| Annual return | 11.52% | 57.78%-46.3pp | 276.72%-265.2pp | 53.97%-42.5pp |
| Employer contribution / active EE | $263 | $3,448-92.4% | $4,646-94.3% | $2,523-89.6% |
| Participant deferral / active EE | $1,364 | $6,975-80.4% | $6,843-80.1% | $4,231-67.8% |
| Admin fee / account holder | $0 | $152-100.0% | $9,312-100.0% | $114-100.0% |