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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 | $33,123 |
ARMANINO LLP4 years Filed as: ARMANINO, LLP Service code 13 · EIN 94-6214841 | Contract Administrator | $30,123 |
CETERA ADVISOR NETWORKS LLC6+ years Filed as: CETERA ADVISOR NETWORKS, LLC Service code 55 200 N SEPULVEDA BLVD · EL SEGUNDO, CA 902455670 | Other Commissions | $22,875 |
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,636 |
Service code 27 6504 BRIDGE POINT PARKWAY, SUITE 45 · AUSTIN, TX 78730 | Advisory (Plan) | $6,627 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,262 | $41,774-10.8% | $118,914-68.7% | $90,274-58.7% |
| Participation rate | 26.9% | 55.0%-28.1pp | 75.4%-48.5pp | 73.4%-46.4pp |
| Annual return | 11.90% | 16.64%-4.7pp | 35.89%-24.0pp | 53.97%-42.1pp |
| Employer contribution / active EE | $391 | $986-60.4% | $3,264-88.0% | $2,523-84.5% |
| Participant deferral / active EE | $794 | $1,683-52.8% | $4,266-81.4% | $4,231-81.2% |
| Admin fee / account holder | $102 | $85+20.3% | $6,582-98.5% | $114-10.7% |