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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 | $21,305 |
Service code 55 200 N PACIFIC COAST HWY STE 1200 · EL SEGUNDO, CA 902455670 | Other Commissions | $14,560 |
Filed as: ADVISED ASSETS GROUP LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $62 |
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 | $42,886 | $104,482-59.0% | $159,455-73.1% | $79,393-46.0% |
| Participation rate | 50.3% | 76.6%-26.3pp | 82.8%-32.5pp | 70.7%-20.4pp |
| Annual return | 26.19% | 67.96%-41.8pp | 263.63%-237.4pp | 116.87%-90.7pp |
| Employer contribution / active EE | $1,159 | $3,416-66.1% | $4,830-76.0% | $2,428-52.3% |
| Participant deferral / active EE | $1,094 | $6,467-83.1% | $7,353-85.1% | $4,046-73.0% |
| Admin fee / account holder | $254 | $711-64.2% | $10,800-97.6% | $627-59.4% |