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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 | $2,542 |
Filed as: INDEPENDENY FINANCIAL GROUP Service code 27 12671 HIGH BLUFF DRIVE STE 200 · SAN DIEGO, CA 92130 | Advisory (Plan) | $1,842 |
Service code 13 PO BOX 13928 · SAN JUAN, PR 009083928 | Contract Administrator | $318 |
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $36 |
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.
Employer 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 | $6,312 | $55,636-88.7% | $81,991-92.3% | $73,493-91.4% |
| Participation rate | 29.3% | 62.3%-33.0pp | 69.3%-39.9pp | 70.7%-41.4pp |
| Annual return | 11.69% | 19.07%-7.4pp | 41.31%-29.6pp | 28.51%-16.8pp |
| Employer contribution / active EE | $128 | $1,625-92.1% | $2,498-94.9% | $2,270-94.3% |
| Participant deferral / active EE | $513 | $2,762-81.4% | $3,722-86.2% | $3,740-86.3% |
| Admin fee / account holder | $46 | $493-90.7% | $5,665-99.2% | $513-91.1% |