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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 | $25,906 |
CETERA ADVISOR NETWORKS LLC2 years Service code 55 2301 ROSECRANS AVE. #5100 · EL SEGUNDO, CA 902455670 | Other Commissions | $16,566 |
Filed as: ADVISED ASSETS GROUP LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $107 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,611 | $84,493-75.6% | $125,381-83.6% | $66,938-69.2% |
| Participation rate | 38.0% | 76.4%-38.4pp | 82.4%-44.3pp | 69.8%-31.8pp |
| Annual return | -15.68% | -8.49%-7.2pp | 572.31%-588.0pp | 1.58%-17.3pp |
| Employer contribution / active EE | $1,227 | $3,554-65.5% | $4,815-74.5% | $2,545-51.8% |
| Participant deferral / active EE | $1,038 | $6,783-84.7% | $7,448-86.1% | $4,238-75.5% |
| Admin fee / account holder | $166 | $685-75.8% | $10,007-98.3% | $594-72.0% |