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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT WEST LIFE & ANNUITY COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $15,053 |
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $8,497 |
SANTANDER SECURITIES CORP1+ years Filed as: SANTANDER SECURITIES CORP. Service code 55 13-7 TABONUCO ST. #1800 · GUAYNABO, PR 00968 | Other Commissions | $6,799 |
Service code 13 PO BOX 13928 · SAN JUAN, PR 00908 | Contract Administrator | $1,785 |
Participant contribution per participant 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 | $10,163 | $54,320-81.3% | $67,652-85.0% | $52,331-80.6% |
| Participation rate | 86.4% | 73.6%+12.8pp | 75.7%+10.7pp | 68.1%+18.3pp |
| Annual return | -1.19% | 6.81%-8.0pp | 6625.40%-6626.6pp | 4.54%-5.7pp |
| Employer contribution / active EE | $0 | $1,544-100.0% | $2,266-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $1,069 | $2,950-63.8% | $3,560-70.0% | $3,022-64.6% |
| Admin fee / account holder | $124 | $527-76.4% | $4,821-97.4% | $592-79.0% |