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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT-WEST LIFE & ANNUITY INS CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $7,860 |
Filed as: ADVISED ASSETS GROUP LLC Service code 28 8515 EAST ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $0 |
Filed as: CETERA ADVISORS LLC Service code 55 200 N PACIFIC COAST HWY STE 1200 · EL SEGUNDO, CA 90245 | Other Commissions | $0 |
Filed as: LEAFHOUSE FINANCIAL ADVISORS LLC Service code 27 6504 BRIDGE POINT PKWY STE 450 · AUSTIN, TX 78730 | Advisory (Plan) | $0 |
TD AMERITRADE, INC.1 year Filed as: TD AMERITRADE, INC Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $0 |
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.
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,408 | $58,101-16.7% | $118,946-59.3% | $73,412-34.1% |
| Participation rate | 12.1% | 56.1%-44.1pp | 75.4%-63.3pp | 72.2%-60.1pp |
| Annual return | 8.13% | 20.56%-12.4pp | 35.89%-27.8pp | 59.30%-51.2pp |
| Employer contribution / active EE | $507 | $1,445-64.9% | $3,263-84.5% | $2,234-77.3% |
| Participant deferral / active EE | $518 | $2,400-78.4% | $4,266-87.9% | $3,806-86.4% |
| Admin fee / account holder | $197 | $138+42.5% | $6,581-97.0% | $158+24.7% |