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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT-WEST LIFE ANNUITY INSURANCE Service code 64 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $40,678 |
Filed as: RESOURCES INV ADV DBA BUKATY COS Service code 27 4860 COLLEGE BLVD · OVERLAND PARK, KS 66211 | Advisory (Plan) | $22,012 |
PLAN DESIGN CONSULTANTS, INC.3+ years Service code 13 | Contract Administrator | $11,614 |
PLAN DESIGN CONSULTANTS, INC.3+ years Filed as: PLAN DESIGN CONSULTANTS, INC Service code 13 1111 TRITON DRIVE · FOSTER CITY, CA 94404 | Contract Administrator | $5,500 |
Filed as: EMPOWER RETIREMENT ADVISORY SVCS Service code 28 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,094 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $43,325 | $155,795-72.2% | $136,298-68.2% | $69,631-37.8% |
| Participation rate | 60.2% | 75.2%-15.1pp | 81.9%-21.7pp | 70.7%-10.5pp |
| Annual return | 18.28% | 232464.33%-232446.1pp | 5156.27%-5138.0pp | 27571.02%-27552.7pp |
| Employer contribution / active EE | $555 | $2,991-81.5% | $4,696-88.2% | $2,032-72.7% |
| Participant deferral / active EE | $4,517 | $5,394-16.3% | $6,247-27.7% | $3,224+40.1% |
| Admin fee / account holder | $143 | $128+11.3% | $9,244-98.5% | $110+29.3% |