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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 | $17,161 |
JHW FINANCIAL SERVICES INC1+ years Filed as: JHW FINANCIAL SVCS FINANCIAL TELESI Service code 55 | Other Commissions | $14,134 |
ASSOCIATED PENSION CONSULTANTS1+ years Service code 13 · EIN 94-2456320 PO BOX 1282 · CHICO, CA 959271282 | Contract Administrator | $250 |
LPL FINANCIAL1+ years Filed as: LPL FINANCIAL LLC Service code 55 PO BOX 509026 · SAN DIEGO, CA 92150 | Other Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $40,625 | $41,317-1.7% | $85,969-52.7% | $55,191-26.4% |
| Participation rate | 37.4% | 54.5%-17.1pp | 76.5%-39.1pp | 69.2%-31.8pp |
| Annual return | -0.59% | 3.93%-4.5pp | 9.32%-9.9pp | 10.78%-11.4pp |
| Employer contribution / active EE | $467 | $1,198-61.0% | $3,474-86.6% | $1,899-75.4% |
| Participant deferral / active EE | $1,202 | $1,914-37.2% | $3,829-68.6% | $3,046-60.5% |
| Admin fee / account holder | $164 | $97+69.4% | $6,053-97.3% | $91+80.9% |