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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RESOURCES INV ADV DBA BUKATY COS Service code 27 4860 COLLEGE BLVD · LEAWOOD, KS 66211 | Advisory (Plan) | $27,988 |
Filed as: GREAT-WEST LIFE ANNUITY INSURANCE Service code 64 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $22,890 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $8,204 |
PLAN DESIGN CONSULTANTS, INC.5+ years Filed as: PLAN DESIGN CONSULTANTS, INC Service code 13 1111 TRITON DRIVE · FOSTER CITY, CA 94404 | Contract Administrator | $0 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $49,238 | $88,122-44.1% | $141,191-65.1% | $67,579-27.1% |
| Participation rate | 57.0% | 76.5%-19.4pp | 82.5%-25.5pp | 71.3%-14.3pp |
| Annual return | 27.32% | 75.40%-48.1pp | 71.41%-44.1pp | 378.56%-351.2pp |
| Employer contribution / active EE | $499 | $3,224-84.5% | $4,736-89.5% | $2,148-76.8% |
| Participant deferral / active EE | $3,667 | $5,958-38.5% | $6,710-45.4% | $3,539+3.6% |
| Admin fee / account holder | $159 | $131+21.2% | $10,264-98.5% | $142+11.5% |