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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 | $47,027 |
Filed as: RESOURCES INV ADV DBA BUKATY COS Service code 27 4860 COLLEGE BLVD · LEAWOOD, KS 66211 | Advisory (Plan) | $25,017 |
PLAN DESIGN CONSULTANTS, INC.4+ years Service code 13 | Contract Administrator | $10,000 |
Filed as: EMPOWER RETIREMENT ADVISORY SVCS Service code 28 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $7,097 |
PLAN DESIGN CONSULTANTS, INC.4+ years Filed as: PLAN DESIGN CONSULTANTS, INC Service code 13 1111 TRITON DRIVE · FOSTER CITY, CA 94404 | Contract Administrator | $500 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,868 | $75,388-47.1% | $123,553-67.7% | $55,725-28.5% |
| Participation rate | 56.8% | 75.7%-18.9pp | 82.3%-25.5pp | 70.9%-14.1pp |
| Annual return | -7.37% | 4.48%-11.8pp | 119.21%-126.6pp | 244.93%-252.3pp |
| Employer contribution / active EE | $0 | $3,063-100.0% | $4,628-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $4,057 | $5,651-28.2% | $6,426-36.9% | $3,356+20.9% |
| Admin fee / account holder | $165 | $120+37.5% | $9,284-98.2% | $115+42.9% |