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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) | $36,696 |
Filed as: GREAT-WEST LIFE ANNUITY INSURANCE Service code 64 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $24,463 |
Filed as: PLAN DESIGN CONSULTANTS Service code 13 | Contract Administrator | $10,000 |
PLAN DESIGN CONSULTANTS, INC.6+ 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,073 | $100,801-39.4% | $149,745-59.2% | $73,412-16.8% |
| Participation rate | 62.1% | 77.7%-15.6pp | 82.5%-20.4pp | 72.2%-10.1pp |
| Annual return | 17.02% | 265.34%-248.3pp | 276.72%-259.7pp | 59.30%-42.3pp |
| Employer contribution / active EE | $685 | $3,312-79.3% | $4,646-85.3% | $2,234-69.3% |
| Participant deferral / active EE | $4,959 | $6,404-22.6% | $6,843-27.5% | $3,806+30.3% |
| Admin fee / account holder | $190 | $181+5.2% | $9,312-98.0% | $158+20.5% |